TVWM
Tower View 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 | $26.4K | Sell |
358
-89
| -20% | -$6.55K | 0.01% | 112 |
|
2025
Q1 | $32.8K | Buy |
447
+3
| +0.7% | +$220 | 0.02% | 90 |
|
2024
Q4 | $31.9K | Buy |
444
+94
| +27% | +$6.76K | 0.02% | 93 |
|
2024
Q3 | $26.3K | Hold |
350
| – | – | 0.01% | 100 |
|
2024
Q2 | $25.2K | Sell |
350
-99
| -22% | -$7.13K | 0.01% | 98 |
|
2024
Q1 | $32.6K | Buy |
+449
| New | +$32.6K | 0.02% | 92 |
|