SPWM
Straight Path 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 | $2.15M | Buy |
29,137
+283
| +1% | +$20.8K | 0.73% | 22 |
|
|
2025
Q1 | $2.12M | Sell |
28,854
-325
| -1% | -$23.9K | 0.86% | 18 |
|
|
2024
Q4 | $2.1M | Buy |
29,179
+554
| +2% | +$39.8K | 0.83% | 17 |
|
|
2024
Q3 | $2.15M | Buy |
28,625
+259
| +0.9% | +$19.5K | 0.93% | 15 |
|
|
2024
Q2 | $2.04M | Buy |
28,366
+4,801
| +20% | +$346K | 1.05% | 15 |
|
|
2024
Q1 | $1.71M | Buy |
23,565
+176
| +0.8% | +$12.8K | 0.96% | 16 |
|
|
2023
Q4 | $1.72M | Buy |
23,389
+219
| +0.9% | +$16.1K | 1.01% | 15 |
|
|
2023
Q3 | $1.62M | Buy |
23,170
+185
| +0.8% | +$12.9K | 1.1% | 15 |
|
|
2023
Q2 | $1.67M | Sell |
22,985
-346
| -1% | -$25.2K | 1.15% | 15 |
|
|
2023
Q1 | $1.72M | Buy |
23,331
+66
| +0.3% | +$4.87K | 1.37% | 16 |
|
|
2022
Q4 | $1.67M | Buy |
23,265
+121
| +0.5% | +$8.69K | 1.6% | 15 |
|
|
2022
Q3 | $1.65M | Buy |
23,144
+139
| +0.6% | +$9.92K | 1.48% | 15 |
|
|
2022
Q2 | $1.73M | Buy |
23,005
+145
| +0.6% | +$10.9K | 1.7% | 15 |
|
|
2022
Q1 | $1.82M | Buy |
22,860
+2,320
| +11% | +$185K | 1.54% | 16 |
|
|
2021
Q4 | $1.74M | Buy |
+20,540
| New | +$1.74M | 1.52% | 13 |
|