SWM
Sugarloaf Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $9.86M | Buy |
137,139
+4,076
| +3% | +$293K | 1.87% | 12 |
|
|
2024
Q3 | $9.99M | Buy |
133,063
+4,278
| +3% | +$321K | 1.89% | 12 |
|
|
2024
Q2 | $9.28M | Buy |
128,785
+3,397
| +3% | +$245K | 1.88% | 12 |
|
|
2024
Q1 | $9.11M | Sell |
125,388
-28
| -0% | -$2.03K | 1.89% | 12 |
|
|
2023
Q4 | $9.22M | Sell |
125,416
-497
| -0.4% | -$36.6K | 2.22% | 11 |
|
|
2023
Q3 | $8.79M | Buy |
+125,913
| New | +$8.79M | 2.22% | 11 |
|