PWMG
Pioneer 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 | $1.54M | Buy |
20,945
+1,907
| +10% | +$140K | 0.57% | 22 |
|
|
2025
Q1 | $1.4M | Buy |
+19,038
| New | +$1.4M | 0.6% | 18 |
|
|
2024
Q3 | $532K | Sell |
7,081
-739
| -9% | -$55.5K | 0.25% | 30 |
|
|
2024
Q2 | $563K | Buy |
7,820
+61
| +0.8% | +$4.4K | 0.3% | 28 |
|
|
2024
Q1 | $564K | Buy |
7,759
+38
| +0.5% | +$2.76K | 0.32% | 28 |
|
|
2023
Q4 | $568K | Sell |
7,721
-483
| -6% | -$35.5K | 0.35% | 26 |
|
|
2023
Q3 | $572K | Sell |
8,204
-2,834
| -26% | -$198K | 0.44% | 28 |
|
|
2023
Q2 | $802K | Buy |
11,038
+74
| +0.7% | +$5.38K | 0.64% | 25 |
|
|
2023
Q1 | $810K | Sell |
10,964
-3,041
| -22% | -$225K | 0.72% | 24 |
|
|
2022
Q4 | $1.01M | Buy |
+14,005
| New | +$1.01M | 0.95% | 23 |
|