SPC
Spirepoint Private Client’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.69M | Buy |
118,021
+5,620
| +5% | +$414K | 0.98% | 30 |
|
|
2025
Q1 | $8.26M | Buy |
112,401
+8,049
| +8% | +$591K | 1.08% | 28 |
|
|
2024
Q4 | $7.5M | Buy |
104,352
+8,332
| +9% | +$599K | 0.94% | 30 |
|
|
2024
Q3 | $7.21M | Buy |
96,020
+29,495
| +44% | +$2.22M | 0.95% | 29 |
|
|
2024
Q2 | $4.79M | Buy |
+66,525
| New | +$4.79M | 0.68% | 38 |
|