TCM
Triumph Capital 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 | $8.04M | Buy |
109,133
+2,885
| +3% | +$212K | 2.41% | 7 |
|
2025
Q1 | $7.8M | Buy |
106,248
+2,322
| +2% | +$171K | 2.6% | 6 |
|
2024
Q4 | $7.47M | Buy |
103,926
+4,322
| +4% | +$311K | 2.56% | 6 |
|
2024
Q3 | $7.48M | Buy |
99,604
+1,225
| +1% | +$92K | 2.67% | 5 |
|
2024
Q2 | $7.09M | Buy |
98,379
+5,865
| +6% | +$423K | 2.77% | 6 |
|
2024
Q1 | $6.67M | Buy |
92,514
+15,376
| +20% | +$1.11M | 2.72% | 7 |
|
2023
Q4 | $5.67M | Buy |
77,138
+10,846
| +16% | +$798K | 2.41% | 7 |
|
2023
Q3 | $4.63M | Buy |
66,292
+9,601
| +17% | +$670K | 2.1% | 8 |
|
2023
Q2 | $4.12M | Buy |
56,691
+1,448
| +3% | +$105K | 1.87% | 10 |
|
2023
Q1 | $4.08M | Sell |
55,243
-9,254
| -14% | -$683K | 2.08% | 11 |
|
2022
Q4 | $4.63M | Buy |
64,497
+11,049
| +21% | +$794K | 2.48% | 8 |
|
2022
Q3 | $3.81M | Buy |
53,448
+2,257
| +4% | +$161K | 2.08% | 8 |
|
2022
Q2 | $3.85M | Buy |
51,191
+48,532
| +1,825% | +$3.65M | 2.04% | 8 |
|
2022
Q1 | $211K | Sell |
2,659
-1,824
| -41% | -$145K | 0.09% | 195 |
|
2021
Q4 | $380K | Sell |
4,483
-28,803
| -87% | -$2.44M | 0.16% | 130 |
|
2021
Q3 | $2.84M | Buy |
+33,286
| New | +$2.84M | 1.33% | 19 |
|