SWM
SFG Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,302
| Closed | -$316K | – | 96 |
|
|
2023
Q4 | $316K | Buy |
+4,302
| New | +$316K | 0.21% | 69 |
|
|
2022
Q3 | – | Sell |
-2,813
| Closed | -$212K | – | 80 |
|
|
2022
Q2 | $212K | Sell |
2,813
-133
| -5% | -$10K | 0.25% | 74 |
|
|
2022
Q1 | $234K | Sell |
2,946
-25
| -0.8% | -$1.99K | 0.22% | 77 |
|
|
2021
Q4 | $252K | Buy |
+2,971
| New | +$252K | 0.22% | 82 |
|