PJSIMP
P.J. Schmidt Investment Management (PJS)’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
16,058
+3,361
| +26% | +$247K | 0.2% | 72 |
|
|
2025
Q1 | $933K | Buy |
12,697
+2
| +0% | +$147 | 0.17% | 77 |
|
|
2024
Q4 | $913K | Buy |
12,695
+1,135
| +10% | +$81.6K | 0.16% | 79 |
|
|
2024
Q3 | $868K | Buy |
11,560
+404
| +4% | +$30.3K | 0.15% | 83 |
|
|
2024
Q2 | $804K | Buy |
11,156
+1,869
| +20% | +$135K | 0.15% | 81 |
|
|
2024
Q1 | $674K | Buy |
9,287
+4,393
| +90% | +$319K | 0.13% | 87 |
|
|
2023
Q4 | $356K | Buy |
+4,894
| New | +$356K | 0.07% | 134 |
|