SWM
Shakespeare 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 | $1.57M | Sell |
21,350
-1,528
| -7% | -$113K | 0.42% | 31 |
|
|
2025
Q1 | $1.68M | Sell |
22,878
-3,015
| -12% | -$221K | 0.45% | 25 |
|
|
2024
Q4 | $1.86M | Buy |
25,893
+3,214
| +14% | +$231K | 0.5% | 24 |
|
|
2024
Q3 | $1.7M | Sell |
22,679
-3,778
| -14% | -$284K | 0.45% | 25 |
|
|
2024
Q2 | $1.91M | Sell |
26,457
-3,817
| -13% | -$275K | 0.55% | 23 |
|
|
2024
Q1 | $2.2M | Sell |
30,274
-8,579
| -22% | -$623K | 0.64% | 21 |
|
|
2023
Q4 | $2.86M | Buy |
38,853
+21,796
| +128% | +$1.6M | 0.88% | 19 |
|
|
2023
Q3 | $1.19M | Buy |
17,057
+9,562
| +128% | +$667K | 0.42% | 30 |
|
|
2023
Q2 | $545K | Buy |
7,495
+1,565
| +26% | +$114K | 0.19% | 48 |
|
|
2023
Q1 | $438K | Sell |
5,930
-5,834
| -50% | -$431K | 0.16% | 55 |
|
|
2022
Q4 | $845K | Sell |
11,764
-3,950
| -25% | -$284K | 0.31% | 36 |
|
|
2022
Q3 | $1.12M | Sell |
15,714
-23,690
| -60% | -$1.69M | 0.47% | 29 |
|
|
2022
Q2 | $2.95M | Buy |
39,404
+32,612
| +480% | +$2.44M | 1.2% | 18 |
|
|
2022
Q1 | $538K | Buy |
+6,792
| New | +$538K | 0.19% | 45 |
|