SFPG
Stonebridge Financial Planning Group’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Sell |
30,475
-1,169
| -4% | -$86.1K | 0.94% | 31 |
|
|
2025
Q1 | $2.32M | Buy |
31,644
+301
| +1% | +$22.1K | 1.06% | 28 |
|
|
2024
Q4 | $2.25M | Buy |
31,343
+342
| +1% | +$24.6K | 1.01% | 28 |
|
|
2024
Q3 | $2.33M | Buy |
31,001
+1,188
| +4% | +$89.2K | 1.11% | 23 |
|
|
2024
Q2 | $2.15M | Buy |
29,813
+2,501
| +9% | +$180K | 1.08% | 25 |
|
|
2024
Q1 | $1.98M | Buy |
27,312
+4,783
| +21% | +$347K | 1.05% | 26 |
|
|
2023
Q4 | $1.66M | Buy |
+22,529
| New | +$1.66M | 0.95% | 30 |
|