TPWM
Twelve Points 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 | $332K | Sell |
4,506
-322
| -7% | -$23.7K | 0.09% | 149 |
|
|
2025
Q1 | $355K | Buy |
+4,828
| New | +$355K | 0.1% | 137 |
|
|
2024
Q4 | – | Sell |
-5,973
| Closed | -$449K | – | 177 |
|
|
2024
Q3 | $449K | Sell |
5,973
-85
| -1% | -$6.39K | 0.14% | 128 |
|
|
2024
Q2 | $436K | Sell |
6,058
-227
| -4% | -$16.4K | 0.15% | 125 |
|
|
2024
Q1 | $456K | Sell |
6,285
-759
| -11% | -$55.1K | 0.17% | 119 |
|
|
2023
Q4 | $518K | Sell |
7,044
-15,739
| -69% | -$1.16M | 0.25% | 106 |
|
|
2023
Q3 | $1.59M | Buy |
+22,783
| New | +$1.59M | 0.79% | 34 |
|