GWP
Gateway Wealth 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 | $2.31M | Sell |
31,437
-1,055
| -3% | -$77.7K | 0.44% | 64 |
|
|
2025
Q1 | $2.39M | Buy |
32,492
+3,490
| +12% | +$256K | 0.54% | 53 |
|
|
2024
Q4 | $2.09M | Buy |
29,002
+3,512
| +14% | +$253K | 0.54% | 50 |
|
|
2024
Q3 | $1.91M | Buy |
25,490
+1,736
| +7% | +$130K | 0.53% | 50 |
|
|
2024
Q2 | $1.71M | Sell |
23,754
-3,346
| -12% | -$241K | 0.52% | 49 |
|
|
2024
Q1 | $1.97M | Buy |
27,100
+6,067
| +29% | +$441K | 0.71% | 35 |
|
|
2023
Q4 | $1.55M | Sell |
21,033
-146,073
| -87% | -$10.7M | 0.62% | 41 |
|
|
2023
Q3 | $11.7M | Buy |
167,106
+469
| +0.3% | +$32.7K | 2.1% | 8 |
|
|
2023
Q2 | $12.1M | Sell |
166,637
-1,551
| -0.9% | -$113K | 2.17% | 8 |
|
|
2023
Q1 | $12.4M | Buy |
168,188
+5,220
| +3% | +$385K | 1.91% | 12 |
|
|
2022
Q4 | $11.7M | Buy |
+162,968
| New | +$11.7M | 2.01% | 13 |
|