FPCG
Forum Private Client Group’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Buy |
44,762
+51
| +0.1% | +$3.76K | 1.27% | 22 |
|
|
2025
Q1 | $3.28M | Buy |
44,711
+2,500
| +6% | +$184K | 1.43% | 20 |
|
|
2024
Q4 | $3.04M | Sell |
42,211
-2,497
| -6% | -$180K | 1.35% | 21 |
|
|
2024
Q3 | $3.36M | Sell |
44,708
-5,676
| -11% | -$426K | 1.49% | 19 |
|
|
2024
Q2 | $3.63M | Buy |
50,384
+3,838
| +8% | +$277K | 1.73% | 17 |
|
|
2024
Q1 | $3.38M | Sell |
46,546
-3,883
| -8% | -$282K | 1.64% | 17 |
|
|
2023
Q4 | $3.71M | Buy |
+50,429
| New | +$3.71M | 1.94% | 16 |
|
|
2023
Q3 | – | Sell |
-62,647
| Closed | -$4.55M | – | 7 |
|
|
2023
Q2 | $4.55M | Sell |
62,647
-2,379
| -4% | -$173K | 2.61% | 13 |
|
|
2023
Q1 | $4.8M | Buy |
65,026
+1,154
| +2% | +$85.2K | 3.03% | 10 |
|
|
2022
Q4 | $4.59M | Sell |
63,872
-2,166
| -3% | -$156K | 3.17% | 10 |
|
|
2022
Q3 | $4.71M | Buy |
66,038
+5,739
| +10% | +$409K | 3.52% | 10 |
|
|
2022
Q2 | $4.54M | Buy |
60,299
+12,022
| +25% | +$905K | 3.3% | 8 |
|
|
2022
Q1 | $3.84M | Buy |
+48,277
| New | +$3.84M | 2.98% | 10 |
|