SWM
Selective Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,464
| Closed | -$176K | – | 189 |
|
|
2022
Q3 | $176K | Sell |
2,464
-1,560
| -39% | -$111K | 0.08% | 140 |
|
|
2022
Q2 | $303K | Buy |
4,024
+2,717
| +208% | +$205K | 0.11% | 108 |
|
|
2022
Q1 | $104K | Buy |
1,307
+219
| +20% | +$17.4K | 0.04% | 202 |
|
|
2021
Q4 | $92K | Sell |
1,088
-1,541
| -59% | -$130K | 0.04% | 202 |
|
|
2021
Q3 | $225K | Buy |
2,629
+534
| +25% | +$45.7K | 0.12% | 98 |
|
|
2021
Q2 | $180K | Buy |
+2,095
| New | +$180K | 0.14% | 77 |
|