SWMG LLC’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
13,723
-16,735
| -55% | -$1.22M | 0.34% | 42 |
|
|
2025
Q1 | $2.23M | Buy |
30,458
+22,615
| +288% | +$1.65M | 0.88% | 25 |
|
|
2024
Q4 | $565K | Buy |
7,843
+1,673
| +27% | +$120K | 0.23% | 68 |
|
|
2024
Q3 | $447K | Buy |
6,170
+658
| +12% | +$47.7K | 0.18% | 82 |
|
|
2024
Q2 | $397K | Buy |
5,512
+170
| +3% | +$12.2K | 0.18% | 67 |
|
|
2024
Q1 | $388K | Buy |
5,342
+1,937
| +57% | +$141K | 0.17% | 66 |
|
|
2023
Q4 | $250K | Sell |
3,405
-91
| -3% | -$6.69K | 0.12% | 89 |
|
|
2023
Q3 | $244K | Sell |
3,496
-66
| -2% | -$4.61K | 0.13% | 88 |
|
|
2023
Q2 | $259K | Buy |
3,562
+285
| +9% | +$20.7K | 0.14% | 80 |
|
|
2023
Q1 | $242K | Buy |
3,277
+1
| +0% | +$74 | 0.13% | 82 |
|
|
2022
Q4 | $235K | Sell |
3,276
-27,634
| -89% | -$1.99M | 0.14% | 72 |
|
|
2022
Q3 | $2.21M | Buy |
+30,910
| New | +$2.21M | 1.44% | 12 |
|
|
2022
Q1 | $2.94M | Sell |
36,997
-754
| -2% | -$60K | 1.61% | 13 |
|
|
2021
Q4 | $3.2M | Sell |
37,751
-661
| -2% | -$56K | 1.7% | 14 |
|
|
2021
Q3 | $3.28M | Sell |
38,412
-3,539
| -8% | -$302K | 1.9% | 13 |
|
|
2021
Q2 | $3.6M | Buy |
41,951
+1,220
| +3% | +$105K | 2.12% | 12 |
|
|
2021
Q1 | $3.45M | Sell |
40,731
-1,219
| -3% | -$103K | 2.36% | 13 |
|
|
2020
Q4 | $3.66M | Buy |
+41,950
| New | +$3.66M | 2.68% | 11 |
|