RDWM
Red Door Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,810
| Closed | -$275K | – | 218 |
|
|
2024
Q2 | $275K | Buy |
+3,810
| New | +$275K | 0.05% | 164 |
|
|
2022
Q1 | – | Sell |
-2,967
| Closed | -$251K | – | 142 |
|
|
2021
Q4 | $251K | Buy |
+2,967
| New | +$251K | 0.08% | 145 |
|
|
2021
Q3 | – | Sell |
-822
| Closed | -$70K | – | 213 |
|
|
2021
Q2 | $70K | Buy |
+822
| New | +$70K | 0.03% | 225 |
|
|
2020
Q3 | – | Sell |
-780
| Closed | -$68K | – | 140 |
|
|
2020
Q2 | $68K | Buy |
780
+4
| +0.5% | +$349 | 0.05% | 162 |
|
|
2020
Q1 | $66K | Buy |
+776
| New | +$66K | 0.06% | 152 |
|