1834 Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,785
| Closed | -$153K | – | 475 |
|
|
2021
Q3 | $153K | Sell |
1,785
-242
| -12% | -$20.7K | 0.02% | 210 |
|
|
2021
Q2 | $174K | Sell |
2,027
-327
| -14% | -$28.1K | 0.02% | 197 |
|
|
2021
Q1 | $199K | Hold |
2,354
| – | – | 0.03% | 198 |
|
|
2020
Q4 | $208K | Sell |
2,354
-171
| -7% | -$15.1K | 0.03% | 188 |
|
|
2020
Q3 | $223K | Sell |
2,525
-60
| -2% | -$5.3K | 0.03% | 175 |
|
|
2020
Q2 | $228K | Hold |
2,585
| – | – | 0.04% | 167 |
|
|
2020
Q1 | $221K | Sell |
2,585
-93
| -3% | -$7.95K | 0.04% | 163 |
|
|
2019
Q4 | $225K | Sell |
2,678
-191
| -7% | -$16K | 0.03% | 183 |
|
|
2019
Q3 | $242K | Buy |
2,869
+161
| +6% | +$13.6K | 0.04% | 183 |
|
|
2019
Q2 | $225K | Buy |
+2,708
| New | +$225K | 0.03% | 182 |
|