PWM
PBMares 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 | $3.34M | Buy |
45,308
+3,112
| +7% | +$229K | 0.61% | 29 |
|
|
2025
Q1 | $3.1M | Buy |
42,196
+4,536
| +12% | +$333K | 0.62% | 26 |
|
|
2024
Q4 | $2.71M | Buy |
37,660
+8,271
| +28% | +$595K | 0.55% | 30 |
|
|
2024
Q3 | $2.21M | Buy |
29,389
+9,172
| +45% | +$689K | 0.46% | 32 |
|
|
2024
Q2 | $1.46M | Sell |
20,217
-13,755
| -40% | -$991K | 0.36% | 45 |
|
|
2024
Q1 | $2.47M | Buy |
33,972
+971
| +3% | +$70.5K | 0.64% | 31 |
|
|
2023
Q4 | $2.43M | Buy |
33,001
+9,367
| +40% | +$689K | 0.73% | 28 |
|
|
2023
Q3 | $1.65M | Buy |
23,634
+40
| +0.2% | +$2.79K | 0.59% | 29 |
|
|
2023
Q2 | $1.72M | Buy |
23,594
+107
| +0.5% | +$7.78K | 0.61% | 28 |
|
|
2023
Q1 | $1.73M | Buy |
23,487
+67
| +0.3% | +$4.95K | 0.64% | 25 |
|
|
2022
Q4 | $1.68M | Sell |
23,420
-1,533
| -6% | -$110K | 0.68% | 26 |
|
|
2022
Q3 | $1.78M | Buy |
24,953
+875
| +4% | +$62.4K | 0.78% | 27 |
|
|
2022
Q2 | $1.81M | Buy |
24,078
+8,510
| +55% | +$640K | 0.78% | 24 |
|
|
2022
Q1 | $1.24M | Sell |
15,568
-941
| -6% | -$74.8K | 0.76% | 30 |
|
|
2021
Q4 | $1.4M | Sell |
16,509
-22,687
| -58% | -$1.92M | 0.59% | 30 |
|
|
2021
Q3 | $3.35M | Buy |
39,196
+9,493
| +32% | +$811K | 1.6% | 13 |
|
|
2021
Q2 | $2.55M | Buy |
29,703
+2,409
| +9% | +$207K | 1.39% | 14 |
|
|
2021
Q1 | $2.31M | Buy |
27,294
+20,580
| +307% | +$1.74M | 1.89% | 10 |
|
|
2020
Q4 | $592K | Buy |
+6,714
| New | +$592K | 0.68% | 58 |
|
|
2020
Q3 | – | Sell |
-3,231
| Closed | -$285K | – | 107 |
|
|
2020
Q2 | $285K | Hold |
3,231
| – | – | 0.43% | 80 |
|
|
2020
Q1 | $276K | Buy |
+3,231
| New | +$276K | 0.43% | 78 |
|