TWM
Trinity 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 | $868K | Buy |
11,795
+6,332
| +116% | +$466K | 0.34% | 37 |
|
|
2025
Q1 | $401K | Buy |
5,463
+1,013
| +23% | +$74.4K | 0.18% | 41 |
|
|
2024
Q4 | $320K | Buy |
4,450
+739
| +20% | +$53.1K | 0.14% | 48 |
|
|
2024
Q3 | $279K | Buy |
+3,711
| New | +$279K | 0.13% | 47 |
|