TWM
Tanager 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 | $14.3M | Buy |
193,543
+4,686
| +2% | +$345K | 1.68% | 17 |
|
|
2025
Q1 | $13.9M | Buy |
188,857
+5,110
| +3% | +$375K | 1.8% | 17 |
|
|
2024
Q4 | $13.2M | Buy |
183,747
+84,475
| +85% | +$6.07M | 1.71% | 17 |
|
|
2024
Q3 | $7.46M | Sell |
99,272
-4,536
| -4% | -$341K | 1% | 23 |
|
|
2024
Q2 | $7.48M | Buy |
103,808
+2,150
| +2% | +$155K | 1.11% | 22 |
|
|
2024
Q1 | $7.38M | Buy |
101,658
+4,261
| +4% | +$309K | 1.19% | 22 |
|
|
2023
Q4 | $7.16M | Buy |
97,397
+87,403
| +875% | +$6.43M | 1.3% | 21 |
|
|
2023
Q3 | $697K | Sell |
9,994
-27,818
| -74% | -$1.94M | 0.14% | 40 |
|
|
2023
Q2 | $2.75M | Sell |
37,812
-13,016
| -26% | -$946K | 0.59% | 27 |
|
|
2023
Q1 | $3.75M | Buy |
50,828
+9,316
| +22% | +$688K | 0.89% | 23 |
|
|
2022
Q4 | $2.98M | Buy |
41,512
+37,918
| +1,055% | +$2.72M | 0.8% | 26 |
|
|
2022
Q3 | $256K | Sell |
3,594
-376
| -9% | -$26.8K | 0.2% | 36 |
|
|
2022
Q2 | $299K | Sell |
3,970
-70,963
| -95% | -$5.34M | 0.25% | 33 |
|
|
2022
Q1 | $5.96M | Sell |
74,933
-79,453
| -51% | -$6.32M | 4.49% | 7 |
|
|
2021
Q4 | $13.1M | Buy |
+154,386
| New | +$13.1M | 9.88% | 3 |
|