PWMG
Prestige 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 | $27.7M | Sell |
376,659
-12,641
| -3% | -$931K | 5.65% | 3 |
|
|
2025
Q1 | $28.6M | Buy |
389,300
+22,832
| +6% | +$1.68M | 6.11% | 2 |
|
|
2024
Q4 | $26.4M | Buy |
366,468
+14,689
| +4% | +$1.06M | 5.48% | 5 |
|
|
2024
Q3 | $26.4M | Buy |
351,779
+1,155
| +0.3% | +$86.8K | 5.46% | 2 |
|
|
2024
Q2 | $25.3M | Sell |
350,624
-9,601
| -3% | -$692K | 5.46% | 4 |
|
|
2024
Q1 | $26.2M | Buy |
360,225
+43,868
| +14% | +$3.19M | 5.64% | 4 |
|
|
2023
Q4 | $23.3M | Sell |
316,357
-13,670
| -4% | -$1.01M | 5.28% | 4 |
|
|
2023
Q3 | $23M | Buy |
330,027
+33,766
| +11% | +$2.36M | 5.68% | 5 |
|
|
2023
Q2 | $21.5M | Sell |
296,261
-187
| -0.1% | -$13.6K | 5.1% | 6 |
|
|
2023
Q1 | $21.9M | Buy |
296,448
+295,248
| +24,604% | +$21.8M | 5.5% | 5 |
|
|
2022
Q4 | $86.2K | Buy |
+1,200
| New | +$86.2K | 0.02% | 203 |
|
|
2022
Q1 | – | Sell |
-5
| Closed | – | – | 985 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 997 |
|