PCS
Private Client Services’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.4M | Buy |
46,173
+19,839
| +75% | +$1.46M | 1.32% | 17 |
|
|
2025
Q1 | $1.93M | Buy |
26,334
+10,954
| +71% | +$805K | 0.96% | 28 |
|
|
2024
Q4 | $1.11M | Sell |
15,380
-5,006
| -25% | -$360K | 0.59% | 47 |
|
|
2024
Q3 | $1.53M | Buy |
20,386
+3,538
| +21% | +$266K | 0.82% | 38 |
|
|
2024
Q2 | $1.21M | Buy |
16,848
+785
| +5% | +$56.6K | 0.76% | 36 |
|
|
2024
Q1 | $1.17M | Buy |
16,063
+3,689
| +30% | +$268K | 0.78% | 39 |
|
|
2023
Q4 | $910K | Buy |
+12,374
| New | +$910K | 0.75% | 33 |
|