RCP
Rothschild Capital Partners’s Vanguard Total Bond Market BND Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.1M | Buy |
55,692
+21,301
| +62% | +$1.57M | 1.08% | 19 |
|
2025
Q1 | $2.53M | Buy |
34,391
+3,267
| +10% | +$240K | 0.66% | 24 |
|
2024
Q4 | $2.24M | Buy |
31,124
+3,075
| +11% | +$221K | 0.54% | 28 |
|
2024
Q3 | $2.11M | Buy |
28,049
+175
| +0.6% | +$13.1K | 0.59% | 29 |
|
2024
Q2 | $2.01M | Buy |
27,874
+10,466
| +60% | +$754K | 0.57% | 27 |
|
2024
Q1 | $1.26M | Buy |
17,408
+1,874
| +12% | +$136K | 0.37% | 29 |
|
2023
Q4 | $1.14M | Buy |
+15,534
| New | +$1.14M | 0.36% | 28 |
|