GWWM
Great Waters 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 | $37.8M | Sell |
513,721
-35,488
| -6% | -$2.61M | 4.92% | 6 |
|
|
2025
Q1 | $40.3M | Sell |
549,209
-74,514
| -12% | -$5.47M | 5.6% | 6 |
|
|
2024
Q4 | $44.9M | Sell |
623,723
-56,433
| -8% | -$4.06M | 5.76% | 6 |
|
|
2024
Q3 | $51.1M | Sell |
680,156
-51,484
| -7% | -$3.87M | 6.89% | 5 |
|
|
2024
Q2 | $52.7M | Sell |
731,640
-38,829
| -5% | -$2.8M | 8.05% | 4 |
|
|
2024
Q1 | $56M | Sell |
770,469
-63,373
| -8% | -$4.6M | 9.14% | 4 |
|
|
2023
Q4 | $61.1M | Sell |
833,842
-63,400
| -7% | -$4.65M | 10.84% | 3 |
|
|
2023
Q3 | $61.7M | Sell |
897,242
-63,318
| -7% | -$4.36M | 12.25% | 2 |
|
|
2023
Q2 | $69.8M | Sell |
960,560
-43,094
| -4% | -$3.13M | 13.88% | 1 |
|
|
2023
Q1 | $73.7M | Sell |
1,003,654
-77,446
| -7% | -$5.69M | 15.58% | 1 |
|
|
2022
Q4 | $80.3M | Buy |
+1,081,100
| New | +$80.3M | 17.29% | 1 |
|