IFWM
Institute for 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 | $809K | Buy |
10,990
+400
| +4% | +$29.5K | 0.09% | 235 |
|
|
2025
Q1 | $778K | Sell |
10,590
-27
| -0.3% | -$1.98K | 0.1% | 229 |
|
|
2024
Q4 | $763K | Sell |
10,617
-691
| -6% | -$49.7K | 0.1% | 218 |
|
|
2024
Q3 | $849K | Sell |
11,308
-105
| -0.9% | -$7.89K | 0.11% | 208 |
|
|
2024
Q2 | $822K | Sell |
11,413
-914
| -7% | -$65.9K | 0.11% | 198 |
|
|
2024
Q1 | $895K | Sell |
12,327
-1,967
| -14% | -$143K | 0.12% | 179 |
|
|
2023
Q4 | $1.05M | Sell |
14,294
-228
| -2% | -$16.8K | 0.17% | 143 |
|
|
2023
Q3 | $1.01M | Sell |
14,522
-42
| -0.3% | -$2.93K | 0.18% | 132 |
|
|
2023
Q2 | $1.06M | Sell |
14,564
-2,478
| -15% | -$180K | 0.18% | 129 |
|
|
2023
Q1 | $1.26M | Sell |
17,042
-808
| -5% | -$59.7K | 0.24% | 107 |
|
|
2022
Q4 | $1.28M | Sell |
17,850
-1,288
| -7% | -$92.5K | 0.27% | 98 |
|
|
2022
Q3 | $1.37M | Sell |
19,138
-1,836
| -9% | -$131K | 0.31% | 90 |
|
|
2022
Q2 | $1.58M | Sell |
20,974
-83
| -0.4% | -$6.25K | 0.31% | 82 |
|
|
2022
Q1 | $1.68M | Sell |
21,057
-274
| -1% | -$21.8K | 0.27% | 91 |
|
|
2021
Q4 | $1.81M | Sell |
21,331
-2,134
| -9% | -$181K | 0.29% | 81 |
|
|
2021
Q3 | $2.01M | Sell |
23,465
-345
| -1% | -$29.5K | 0.35% | 69 |
|
|
2021
Q2 | $2.05M | Sell |
23,810
-210
| -0.9% | -$18K | 0.36% | 68 |
|
|
2021
Q1 | $2.04M | Sell |
24,020
-2,147
| -8% | -$182K | 0.39% | 65 |
|
|
2020
Q4 | $2.31M | Sell |
26,167
-1,008
| -4% | -$88.9K | 0.46% | 49 |
|
|
2020
Q3 | $2.4M | Sell |
27,175
-712
| -3% | -$62.8K | 0.55% | 36 |
|
|
2020
Q2 | $2.46M | Sell |
27,887
-4,187
| -13% | -$370K | 0.6% | 29 |
|
|
2020
Q1 | $2.74M | Sell |
32,074
-4,133
| -11% | -$353K | 0.84% | 21 |
|
|
2019
Q4 | $3.04M | Sell |
36,207
-769
| -2% | -$64.5K | 0.69% | 25 |
|
|
2019
Q3 | $3.12M | Buy |
36,976
+1,832
| +5% | +$155K | 0.79% | 22 |
|
|
2019
Q2 | $2.92M | Sell |
35,144
-5,214
| -13% | -$433K | 0.65% | 23 |
|
|
2019
Q1 | $3.28M | Buy |
+40,358
| New | +$3.28M | 0.71% | 23 |
|
|
2018
Q2 | – | Sell |
-7,091
| Closed | -$562K | – | 214 |
|
|
2018
Q1 | $562K | Buy |
7,091
+1,703
| +32% | +$135K | 0.17% | 179 |
|
|
2017
Q4 | $440K | Sell |
5,388
-34
| -0.6% | -$2.78K | 0.1% | 245 |
|
|
2017
Q3 | $444K | Sell |
5,422
-4,884
| -47% | -$400K | 0.14% | 192 |
|
|
2017
Q2 | $846K | Buy |
+10,306
| New | +$846K | 0.23% | 143 |
|