WMWM
Whitaker-Myers Wealth Managers’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Sell |
6,115
-384
| -6% | -$28.3K | 0.11% | 81 |
|
|
2025
Q1 | $477K | Sell |
6,499
-3,763
| -37% | -$276K | 0.13% | 63 |
|
|
2024
Q4 | $738K | Buy |
10,262
+287
| +3% | +$20.6K | 0.22% | 50 |
|
|
2024
Q3 | $749K | Buy |
9,975
+1,534
| +18% | +$115K | 0.25% | 47 |
|
|
2024
Q2 | $608K | Sell |
8,441
-4,233
| -33% | -$305K | 0.22% | 50 |
|
|
2024
Q1 | $921K | Buy |
12,674
+4,492
| +55% | +$326K | 0.39% | 44 |
|
|
2023
Q4 | $602K | Sell |
8,182
-2,498
| -23% | -$184K | 0.3% | 50 |
|
|
2023
Q3 | $745K | Sell |
10,680
-3,404
| -24% | -$238K | 0.46% | 39 |
|
|
2023
Q2 | $1.02M | Buy |
14,084
+1,895
| +16% | +$138K | 0.69% | 31 |
|
|
2023
Q1 | $900K | Sell |
12,189
-12,130
| -50% | -$896K | 0.7% | 33 |
|
|
2022
Q4 | $1.75M | Buy |
+24,319
| New | +$1.75M | 1.67% | 18 |
|