Shakespeare Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.18M	Buy	16,011 +18	+0.1%	+$1.33K	0.28%	36
2025 Q4	$1.18M	Buy	15,993 +369	+2%	+$27.5K	0.26%	39
2025 Q3	$1.16M	Sell	15,624 -5,726	-27%	-$422K	0.26%	38
2025 Q2	$1.57M	Sell	21,350 -1,528	-7%	-$111K	0.42%	31
2025 Q1	$1.68M	Sell	22,878 -3,015	-12%	-$219K	0.45%	25
2024 Q4	$1.86M	Buy	25,893 +3,214	+14%	+$235K	0.5%	24
2024 Q3	$1.7M	Sell	22,679 -3,778	-14%	-$280K	0.45%	25
2024 Q2	$1.91M	Sell	26,457 -3,817	-13%	-$273K	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%	+$1.54M	0.88%	19
2023 Q3	$1.19M	Buy	17,057 +9,562	+128%	+$683K	0.42%	30
2023 Q2	$545K	Buy	7,495 +1,565	+26%	+$115K	0.19%	48
2023 Q1	$438K	Sell	5,930 -5,834	-50%	-$427K	0.16%	55
2022 Q4	$845K	Sell	11,764 -3,950	-25%	-$283K	0.31%	36
2022 Q3	$1.12M	Sell	15,714 -23,690	-60%	-$1.77M	0.47%	29
2022 Q2	$2.95M	Buy	39,404 +32,612	+480%	+$2.48M	1.2%	18
2022 Q1	$538K	Buy	+6,792	New	+$555K	0.19%	45