TWM
Tanglewood Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-112,269
| Closed | -$8.93M | – | 31 |
|
|
2022
Q1 | $8.93M | Buy |
112,269
+66,010
| +143% | +$5.25M | 1.34% | 17 |
|
|
2021
Q4 | $3.92M | Sell |
46,259
-2,745
| -6% | -$233K | 0.65% | 15 |
|
|
2021
Q3 | $4.19M | Sell |
49,004
-873
| -2% | -$74.6K | 0.74% | 14 |
|
|
2021
Q2 | $4.28M | Buy |
49,877
+615
| +1% | +$52.8K | 0.77% | 14 |
|
|
2021
Q1 | $4.17M | Sell |
49,262
-1,991
| -4% | -$169K | 0.83% | 14 |
|
|
2020
Q4 | $4.52M | Sell |
51,253
-112,528
| -69% | -$9.92M | 0.95% | 14 |
|
|
2020
Q3 | $14.4M | Buy |
163,781
+901
| +0.6% | +$79.5K | 3.29% | 10 |
|
|
2020
Q2 | $14.4M | Buy |
162,880
+131,563
| +420% | +$11.6M | 4.07% | 8 |
|
|
2020
Q1 | $2.67M | Buy |
+31,317
| New | +$2.67M | 0.52% | 17 |
|