SWM
SilverOak 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 | $956K | Buy |
12,988
+308
| +2% | +$22.7K | 0.18% | 48 |
|
|
2025
Q1 | $931K | Sell |
12,680
-31
| -0.2% | -$2.28K | 0.2% | 44 |
|
|
2024
Q4 | $914K | Buy |
12,711
+1,800
| +16% | +$129K | 0.2% | 44 |
|
|
2024
Q3 | $820K | Buy |
10,911
+158
| +1% | +$11.9K | 0.18% | 46 |
|
|
2024
Q2 | $775K | Sell |
10,753
-298
| -3% | -$21.5K | 0.19% | 46 |
|
|
2024
Q1 | $803K | Buy |
11,051
+949
| +9% | +$68.9K | 0.2% | 45 |
|
|
2023
Q4 | $743K | Buy |
+10,102
| New | +$743K | 0.2% | 44 |
|