JWM
Janiczek Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $65.4K | Sell |
908
-952
| -51% | -$68.6K | 0.01% | 356 |
|
|
2024
Q1 | $135K | Buy |
1,860
+24
| +1% | +$1.74K | 0.03% | 239 |
|
|
2023
Q4 | $135K | Sell |
1,836
-3,536
| -66% | -$260K | 0.03% | 228 |
|
|
2023
Q3 | $375K | Buy |
5,372
+1,700
| +46% | +$119K | 0.1% | 81 |
|
|
2023
Q2 | $267K | Hold |
3,672
| – | – | 0.07% | 102 |
|
|
2023
Q1 | $271K | Sell |
3,672
-1,936
| -35% | -$143K | 0.08% | 96 |
|
|
2022
Q4 | $416K | Hold |
5,608
| – | – | 0.12% | 61 |
|
|
2022
Q3 | $396K | Hold |
5,608
| – | – | 0.13% | 54 |
|
|
2022
Q2 | $431K | Hold |
5,608
| – | – | 0.13% | 51 |
|
|
2022
Q1 | $446K | Hold |
5,608
| – | – | 0.12% | 54 |
|
|
2021
Q4 | $475K | Buy |
5,608
+2,701
| +93% | +$229K | 0.14% | 52 |
|
|
2021
Q3 | $248K | Hold |
2,907
| – | – | 0.09% | 78 |
|
|
2021
Q2 | $250K | Hold |
2,907
| – | – | 0.09% | 63 |
|
|
2021
Q1 | $246K | Sell |
2,907
-2,819
| -49% | -$239K | 0.1% | 57 |
|
|
2020
Q4 | $505K | Hold |
5,726
| – | – | 0.24% | 31 |
|
|
2020
Q3 | $505K | Hold |
5,726
| – | – | 0.27% | 27 |
|
|
2020
Q2 | $506K | Hold |
5,726
| – | – | 0.28% | 25 |
|
|
2020
Q1 | $489K | Hold |
5,726
| – | – | 0.28% | 26 |
|
|
2019
Q4 | $480K | Sell |
5,726
-26
| -0.5% | -$2.18K | 0.22% | 27 |
|
|
2019
Q3 | $486K | Hold |
5,752
| – | – | 0.22% | 27 |
|
|
2019
Q2 | $478K | Buy |
5,752
+38
| +0.7% | +$3.16K | 0.22% | 25 |
|
|
2019
Q1 | $464K | Hold |
5,714
| – | – | 0.22% | 26 |
|
|
2018
Q4 | $453K | Buy |
+5,714
| New | +$453K | 0.23% | 26 |
|