SWM
Scissortail 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 | $2.1M | Sell |
28,531
-44
| -0.2% | -$3.24K | 0.5% | 50 |
|
|
2025
Q1 | $2.1M | Buy |
28,575
+3,288
| +13% | +$242K | 0.54% | 53 |
|
|
2024
Q4 | $1.82M | Buy |
25,287
+25,199
| +28,635% | +$1.81M | 0.47% | 54 |
|
|
2024
Q3 | $1.91M | Sell |
88
-24,677
| -100% | -$536M | 0.46% | 55 |
|
|
2024
Q2 | $1.78M | Sell |
24,765
-230
| -0.9% | -$16.6K | 0.45% | 55 |
|
|
2024
Q1 | $1.82M | Buy |
+24,995
| New | +$1.82M | 0.48% | 54 |
|