KWMG
King Wealth Management Group’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Sell |
6,143
-288
| -4% | -$21.2K | 0.06% | 102 |
|
|
2025
Q1 | $472K | Sell |
6,431
-538
| -8% | -$39.5K | 0.07% | 93 |
|
|
2024
Q4 | $501K | Sell |
6,969
-287
| -4% | -$20.6K | 0.07% | 93 |
|
|
2024
Q3 | $545K | Sell |
7,256
-419
| -5% | -$31.5K | 0.08% | 83 |
|
|
2024
Q2 | $553K | Sell |
7,675
-277
| -3% | -$20K | 0.09% | 82 |
|
|
2024
Q1 | $578K | Sell |
7,952
-234
| -3% | -$17K | 0.1% | 76 |
|
|
2023
Q4 | $602K | Sell |
8,186
-883
| -10% | -$64.9K | 0.12% | 73 |
|
|
2023
Q3 | $633K | Sell |
9,069
-488
| -5% | -$34.1K | 0.13% | 65 |
|
|
2023
Q2 | $695K | Sell |
9,557
-143
| -1% | -$10.4K | 0.14% | 66 |
|
|
2023
Q1 | $716K | Sell |
9,700
-1,495
| -13% | -$110K | 0.16% | 65 |
|
|
2022
Q4 | $804K | Sell |
11,195
-629
| -5% | -$45.2K | 0.19% | 63 |
|
|
2022
Q3 | $843K | Sell |
11,824
-263
| -2% | -$18.8K | 0.21% | 61 |
|
|
2022
Q2 | $910K | Sell |
12,087
-286
| -2% | -$21.5K | 0.22% | 59 |
|
|
2022
Q1 | $984K | Sell |
12,373
-149
| -1% | -$11.9K | 0.19% | 60 |
|
|
2021
Q4 | $1.06M | Sell |
12,522
-44
| -0.4% | -$3.73K | 0.2% | 61 |
|
|
2021
Q3 | $1.07M | Sell |
12,566
-102
| -0.8% | -$8.72K | 0.22% | 60 |
|
|
2021
Q2 | $1.09M | Hold |
12,668
| – | – | 0.22% | 66 |
|
|
2021
Q1 | $1.07M | Sell |
12,668
-128
| -1% | -$10.8K | 0.24% | 65 |
|
|
2020
Q4 | $1.13M | Sell |
12,796
-77
| -0.6% | -$6.79K | 0.26% | 59 |
|
|
2020
Q3 | $1.14M | Buy |
12,873
+1
| +0% | +$88 | 0.29% | 49 |
|
|
2020
Q2 | $1.14M | Hold |
12,872
| – | – | 0.33% | 45 |
|
|
2020
Q1 | $1.1M | Sell |
12,872
-124
| -1% | -$10.6K | 0.47% | 33 |
|
|
2019
Q4 | $1.09M | Sell |
12,996
-367
| -3% | -$30.8K | 0.29% | 50 |
|
|
2019
Q3 | $1.13M | Sell |
13,363
-468
| -3% | -$39.5K | 0.32% | 46 |
|
|
2019
Q2 | $1.15M | Sell |
13,831
-862
| -6% | -$71.6K | 0.34% | 45 |
|
|
2019
Q1 | $1.19M | Buy |
14,693
+316
| +2% | +$25.7K | 0.37% | 42 |
|
|
2018
Q4 | $1.14M | Sell |
14,377
-5,224
| -27% | -$414K | 0.41% | 40 |
|
|
2018
Q3 | $1.54M | Sell |
19,601
-730
| -4% | -$57.4K | 0.48% | 39 |
|
|
2018
Q2 | $1.61M | Buy |
20,331
+280
| +1% | +$22.2K | 0.55% | 38 |
|
|
2018
Q1 | $1.6M | Buy |
20,051
+576
| +3% | +$46K | 0.57% | 40 |
|
|
2017
Q4 | $1.59M | Buy |
19,475
+300
| +2% | +$24.5K | 0.56% | 37 |
|
|
2017
Q3 | $1.57M | Buy |
19,175
+1,176
| +7% | +$96.4K | 0.58% | 38 |
|
|
2017
Q2 | $1.47M | Sell |
17,999
-116
| -0.6% | -$9.49K | 0.59% | 37 |
|
|
2017
Q1 | $1.47M | Buy |
18,115
+913
| +5% | +$74K | 0.61% | 36 |
|
|
2016
Q4 | $1.39M | Buy |
17,202
+1,607
| +10% | +$130K | 0.62% | 35 |
|
|
2016
Q3 | $1.31M | Buy |
15,595
+360
| +2% | +$30.3K | 0.65% | 33 |
|
|
2016
Q2 | $1.28M | Sell |
15,235
-29
| -0.2% | -$2.44K | 0.68% | 33 |
|
|
2016
Q1 | $1.26M | Sell |
15,264
-73
| -0.5% | -$6.05K | 0.68% | 33 |
|
|
2015
Q4 | $1.24M | Sell |
15,337
-192
| -1% | -$15.5K | 0.68% | 34 |
|
|
2015
Q3 | $1.27M | Sell |
15,529
-29
| -0.2% | -$2.38K | 0.78% | 30 |
|
|
2015
Q2 | $1.26M | Sell |
15,558
-82
| -0.5% | -$6.66K | 0.69% | 36 |
|
|
2015
Q1 | $1.3M | Buy |
15,640
+512
| +3% | +$42.7K | 0.75% | 32 |
|
|
2014
Q4 | $1.25M | Buy |
15,128
+445
| +3% | +$36.7K | 0.66% | 42 |
|
|
2014
Q3 | $1.2M | Sell |
14,683
-736
| -5% | -$60.3K | 0.75% | 34 |
|
|
2014
Q2 | $1.27M | Sell |
15,419
-523
| -3% | -$42.9K | 0.78% | 35 |
|
|
2014
Q1 | $1.29M | Sell |
15,942
-989
| -6% | -$80.3K | 0.89% | 28 |
|
|
2013
Q4 | $1.36M | Buy |
16,931
+3,442
| +26% | +$276K | 0.77% | 34 |
|
|
2013
Q3 | $1.09M | Sell |
13,489
-246
| -2% | -$19.9K | 0.71% | 37 |
|
|
2013
Q2 | $1.11M | Buy |
+13,735
| New | +$1.11M | 0.77% | 35 |
|