HPWM
High Pines Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.4M | Sell |
46,257
-4,155
| -8% | -$306K | 5.19% | 7 |
|
|
2023
Q3 | $3.52M | Sell |
50,412
-11,014
| -18% | -$769K | 5.79% | 7 |
|
|
2023
Q2 | $4.47M | Buy |
61,426
+494
| +0.8% | +$35.9K | 6.8% | 5 |
|
|
2023
Q1 | $4.5M | Buy |
60,932
+192
| +0.3% | +$14.2K | 7.47% | 5 |
|
|
2022
Q4 | $4.36M | Buy |
60,740
+644
| +1% | +$46.3K | 7.65% | 5 |
|
|
2022
Q3 | $4.29M | Sell |
60,096
-1,698
| -3% | -$121K | 8.19% | 5 |
|
|
2022
Q2 | $4.65M | Sell |
61,794
-1,985
| -3% | -$149K | 8.58% | 5 |
|
|
2022
Q1 | $5.07M | Buy |
63,779
+6,411
| +11% | +$510K | 3.73% | 9 |
|
|
2021
Q4 | $4.86M | Buy |
57,368
+8,120
| +16% | +$688K | 3.39% | 11 |
|
|
2021
Q3 | $4.21M | Buy |
49,248
+116
| +0.2% | +$9.91K | 2.89% | 17 |
|
|
2021
Q2 | $4.22M | Buy |
49,132
+1,816
| +4% | +$156K | 3.18% | 13 |
|
|
2021
Q1 | $4.01M | Buy |
47,316
+1,522
| +3% | +$129K | 3.54% | 10 |
|
|
2020
Q4 | $4.04M | Buy |
+45,794
| New | +$4.04M | 3.74% | 9 |
|