FWM
Fonville Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.5M | Buy |
305,648
+31,235
| +11% | +$2.3M | 5.7% | 2 |
|
|
2025
Q1 | $20.2M | Buy |
274,413
+24,580
| +10% | +$1.81M | 5.94% | 2 |
|
|
2024
Q4 | $18M | Buy |
249,833
+48,698
| +24% | +$3.5M | 5.93% | 2 |
|
|
2024
Q3 | $15.1M | Buy |
201,135
+19,032
| +10% | +$1.43M | 5.22% | 2 |
|
|
2024
Q2 | $13.1M | Buy |
182,103
+40,221
| +28% | +$2.9M | 5.2% | 2 |
|
|
2024
Q1 | $10.3M | Buy |
141,882
+19,635
| +16% | +$1.43M | 4.57% | 2 |
|
|
2023
Q4 | $8.99M | Buy |
+122,247
| New | +$8.99M | 4.77% | 2 |
|