HWM
Hemington 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 | $1.02M | Sell |
13,851
-1,157
| -8% | -$85.1K | 0.15% | 50 |
|
|
2025
Q1 | $1.1M | Sell |
15,008
-1,407
| -9% | -$103K | 0.17% | 46 |
|
|
2024
Q4 | $1.18M | Sell |
16,415
-257
| -2% | -$18.5K | 0.3% | 43 |
|
|
2024
Q3 | $1.22M | Buy |
16,672
+3,978
| +31% | +$290K | 0.33% | 40 |
|
|
2024
Q2 | $914K | Sell |
12,694
-1,813
| -12% | -$131K | 0.31% | 45 |
|
|
2024
Q1 | $1.05M | Buy |
14,507
+819
| +6% | +$59.5K | 0.38% | 38 |
|
|
2023
Q4 | $1.01M | Buy |
13,688
+731
| +6% | +$53.8K | 0.39% | 35 |
|
|
2023
Q3 | $904K | Buy |
12,957
+190
| +1% | +$13.3K | 0.43% | 32 |
|
|
2023
Q2 | $928K | Buy |
12,767
+245
| +2% | +$17.8K | 0.38% | 33 |
|
|
2023
Q1 | $924K | Buy |
12,522
+760
| +6% | +$56.1K | 0.37% | 31 |
|
|
2022
Q4 | $844K | Sell |
11,762
-21,693
| -65% | -$1.56M | 0.36% | 30 |
|
|
2022
Q3 | $2.39M | Sell |
33,455
-24,741
| -43% | -$1.76M | 1.04% | 17 |
|
|
2022
Q2 | $4.38M | Buy |
58,196
+14,930
| +35% | +$1.12M | 1.74% | 10 |
|
|
2022
Q1 | $3.44M | Buy |
43,266
+1,035
| +2% | +$82.3K | 1.16% | 13 |
|
|
2021
Q4 | $3.72M | Sell |
42,231
-3,525
| -8% | -$311K | 1.73% | 9 |
|
|
2021
Q3 | $3.91M | Buy |
45,756
+3,630
| +9% | +$310K | 1.44% | 11 |
|
|
2021
Q2 | $3.62M | Sell |
42,126
-2,277
| -5% | -$196K | 1.54% | 10 |
|
|
2021
Q1 | $3.76M | Buy |
44,403
+2,172
| +5% | +$184K | 1.6% | 9 |
|
|
2020
Q4 | $3.72M | Buy |
+42,231
| New | +$3.72M | 1.73% | 9 |
|