RSWM
Robertson Stephens 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 | $1.64M | Buy |
22,279
+2,712
| +14% | +$200K | 0.05% | 208 |
|
|
2025
Q1 | $1.44M | Sell |
19,567
-930
| -5% | -$68.3K | 0.05% | 218 |
|
|
2024
Q4 | $1.47M | Buy |
20,497
+7,174
| +54% | +$516K | 0.05% | 223 |
|
|
2024
Q3 | $1M | Buy |
13,323
+5,173
| +63% | +$389K | 0.04% | 281 |
|
|
2024
Q2 | $587K | Buy |
+8,150
| New | +$587K | 0.03% | 307 |
|
|
2024
Q1 | – | Sell |
-3,105
| Closed | -$228K | – | 493 |
|
|
2023
Q4 | $228K | Buy |
+3,105
| New | +$228K | 0.01% | 421 |
|
|
2022
Q3 | – | Sell |
-5,029
| Closed | -$378K | – | 360 |
|
|
2022
Q2 | $378K | Buy |
+5,029
| New | +$378K | 0.04% | 269 |
|
|
2022
Q1 | – | Sell |
-2,792
| Closed | -$236K | – | 385 |
|
|
2021
Q4 | $236K | Sell |
2,792
-158
| -5% | -$13.4K | 0.02% | 357 |
|
|
2021
Q3 | $252K | Sell |
2,950
-2,073
| -41% | -$177K | 0.03% | 268 |
|
|
2021
Q2 | $431K | Sell |
5,023
-517
| -9% | -$44.4K | 0.05% | 223 |
|
|
2021
Q1 | $469K | Sell |
5,540
-3,865
| -41% | -$327K | 0.08% | 182 |
|
|
2020
Q4 | $829K | Buy |
9,405
+2,319
| +33% | +$204K | 0.17% | 98 |
|
|
2020
Q3 | $625K | Buy |
7,086
+1,463
| +26% | +$129K | 0.15% | 118 |
|
|
2020
Q2 | $496K | Buy |
5,623
+1,829
| +48% | +$161K | 0.14% | 110 |
|
|
2020
Q1 | $324K | Buy |
+3,794
| New | +$324K | 0.11% | 131 |
|