HBW
Hazlett, Burt & Watson’s Vanguard Total Bond Market BND Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $25K | Sell |
341
-130
| -28% | -$9.53K | 0.01% | 464 |
|
2025
Q1 | $35K | Sell |
471
-7,364
| -94% | -$547K | 0.02% | 406 |
|
2024
Q4 | $564K | Sell |
7,835
-47
| -0.6% | -$3.38K | 0.25% | 92 |
|
2024
Q3 | $592K | Sell |
7,882
-1,102
| -12% | -$82.8K | 0.27% | 78 |
|
2024
Q2 | $647K | Buy |
8,984
+102
| +1% | +$7.35K | 0.33% | 67 |
|
2024
Q1 | $644K | Sell |
8,882
-863
| -9% | -$62.6K | 0.39% | 58 |
|
2023
Q4 | $716K | Buy |
9,745
+135
| +1% | +$9.92K | 0.48% | 43 |
|
2023
Q3 | $672K | Buy |
9,610
+2,150
| +29% | +$150K | 0.5% | 38 |
|
2023
Q2 | $542K | Buy |
+7,460
| New | +$542K | 0.4% | 46 |
|
2022
Q3 | – | Sell |
-35
| Closed | -$3K | – | 622 |
|
2022
Q2 | $3K | Sell |
35
-181
| -84% | -$15.5K | ﹤0.01% | 536 |
|
2022
Q1 | $17K | Buy |
+216
| New | +$17K | 0.01% | 413 |
|