SCM
Saxony Capital 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 | $6.82M | Sell |
92,658
-12,008
| -11% | -$884K | 5.23% | 2 |
|
2025
Q1 | $7.69M | Buy |
104,666
+39,633
| +61% | +$2.91M | 6.75% | 1 |
|
2024
Q4 | $4.68M | Sell |
65,033
-10,545
| -14% | -$758K | 4.12% | 2 |
|
2024
Q3 | $5.68M | Buy |
75,578
+3,999
| +6% | +$300K | 5.2% | 1 |
|
2024
Q2 | $5.16M | Buy |
71,579
+35,340
| +98% | +$2.55M | 5.67% | 1 |
|
2024
Q1 | $2.63M | Buy |
36,239
+2,985
| +9% | +$217K | 3.17% | 4 |
|
2023
Q4 | $2.45M | Buy |
+33,254
| New | +$2.45M | 3.24% | 4 |
|