FPCP
Fort Point Capital Partners’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
22,261
+15,948
| +253% | +$1.17M | 0.12% | 98 |
|
|
2025
Q1 | $464K | Buy |
6,313
+1,569
| +33% | +$115K | 0.05% | 203 |
|
|
2024
Q4 | $341K | Buy |
4,744
+707
| +18% | +$50.8K | 0.04% | 238 |
|
|
2024
Q3 | $303K | Hold |
4,037
| – | – | 0.04% | 234 |
|
|
2024
Q2 | $291K | Sell |
4,037
-1,305
| -24% | -$94K | 0.04% | 257 |
|
|
2024
Q1 | $388K | Sell |
5,342
-549
| -9% | -$39.9K | 0.05% | 216 |
|
|
2023
Q4 | $433K | Buy |
+5,891
| New | +$433K | 0.06% | 184 |
|
|
2022
Q4 | – | Sell |
-5,220
| Closed | -$372K | – | 256 |
|
|
2022
Q3 | $372K | Sell |
5,220
-82
| -2% | -$5.84K | 0.06% | 169 |
|
|
2022
Q2 | $399K | Buy |
5,302
+43
| +0.8% | +$3.24K | 0.07% | 170 |
|
|
2022
Q1 | $418K | Sell |
5,259
-3,514
| -40% | -$279K | 0.06% | 187 |
|
|
2021
Q4 | $744K | Sell |
8,773
-1,428
| -14% | -$121K | 0.1% | 120 |
|
|
2021
Q3 | $872K | Sell |
10,201
-2,971
| -23% | -$254K | 0.13% | 89 |
|
|
2021
Q2 | $1.13M | Sell |
13,172
-3,029
| -19% | -$260K | 0.21% | 61 |
|
|
2021
Q1 | $1.37M | Sell |
16,201
-52,335
| -76% | -$4.44M | 0.3% | 46 |
|
|
2020
Q4 | $6.04M | Sell |
68,536
-30,781
| -31% | -$2.71M | 1.38% | 20 |
|
|
2020
Q3 | $8.76M | Sell |
99,317
-23,967
| -19% | -$2.11M | 2.21% | 7 |
|
|
2020
Q2 | $10.9M | Buy |
+123,284
| New | +$10.9M | 3.41% | 5 |
|