TWM
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Topsail 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
$9.41M Buy
127,780
+6,363
+5% +$469K 1.72% 9
2025
Q1
$8.92M Buy
121,417
+30,833
+34% +$2.26M 1.81% 9
2024
Q4
$6.51M Buy
+90,584
New +$6.51M 1.39% 11