TPCW
TD Private Client Wealth’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
150,175
+3,554
| +2% | +$262K | 0.27% | 60 |
|
|
2025
Q1 | $10.8M | Buy |
146,621
+18,229
| +14% | +$1.34M | 0.3% | 57 |
|
|
2024
Q4 | $9.23M | Buy |
128,392
+3,323
| +3% | +$239K | 0.26% | 67 |
|
|
2024
Q3 | $9.39M | Sell |
125,069
-10,579
| -8% | -$795K | 0.27% | 64 |
|
|
2024
Q2 | $9.77M | Buy |
135,648
+4,441
| +3% | +$320K | 0.31% | 59 |
|
|
2024
Q1 | $9.53M | Sell |
131,207
-14,577
| -10% | -$1.06M | 0.31% | 56 |
|
|
2023
Q4 | $10.7M | Buy |
145,784
+858
| +0.6% | +$63.1K | 0.39% | 50 |
|
|
2023
Q3 | $10.1M | Sell |
144,926
-9,506
| -6% | -$663K | 0.44% | 41 |
|
|
2023
Q2 | $11.2M | Sell |
154,432
-11,270
| -7% | -$819K | 0.48% | 35 |
|
|
2023
Q1 | $12.2M | Buy |
165,702
+19,017
| +13% | +$1.4M | 0.55% | 35 |
|
|
2022
Q4 | $10.5M | Sell |
146,685
-34,366
| -19% | -$2.47M | 0.5% | 40 |
|
|
2022
Q3 | $12.9M | Sell |
181,051
-5,249
| -3% | -$374K | 0.66% | 28 |
|
|
2022
Q2 | $14M | Buy |
186,300
+752
| +0.4% | +$56.6K | 0.68% | 27 |
|
|
2022
Q1 | $14.8M | Buy |
185,548
+19,466
| +12% | +$1.55M | 0.63% | 26 |
|
|
2021
Q4 | $14.1M | Sell |
166,082
-24,019
| -13% | -$2.04M | 0.58% | 28 |
|
|
2021
Q3 | $16.2M | Buy |
190,101
+17,434
| +10% | +$1.49M | 0.69% | 23 |
|
|
2021
Q2 | $14.8M | Buy |
172,667
+21,142
| +14% | +$1.82M | 0.63% | 28 |
|
|
2021
Q1 | $12.8M | Buy |
151,525
+27,196
| +22% | +$2.3M | 0.6% | 30 |
|
|
2020
Q4 | $11M | Buy |
124,329
+11,010
| +10% | +$971K | 0.56% | 36 |
|
|
2020
Q3 | $10M | Buy |
113,319
+7,195
| +7% | +$635K | 0.56% | 33 |
|
|
2020
Q2 | $9.37M | Buy |
106,124
+43,978
| +71% | +$3.89M | 0.55% | 38 |
|
|
2020
Q1 | $5.3M | Sell |
62,146
-3,598
| -5% | -$307K | 0.38% | 61 |
|
|
2019
Q4 | $5.51M | Buy |
+65,744
| New | +$5.51M | 0.33% | 72 |
|