Accel Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-680
| Closed | -$50.2K | – | 247 |
|
|
2023
Q1 | $50.2K | Sell |
680
-345
| -34% | -$25.5K | 0.02% | 478 |
|
|
2022
Q4 | $73.6K | Sell |
1,025
-8
| -0.8% | -$574 | 0.04% | 290 |
|
|
2022
Q3 | $74K | Buy |
1,033
+1
| +0.1% | +$72 | 0.04% | 297 |
|
|
2022
Q2 | $78K | Buy |
1,032
+340
| +49% | +$25.7K | 0.04% | 267 |
|
|
2022
Q1 | $55K | Buy |
692
+74
| +12% | +$5.88K | 0.03% | 352 |
|
|
2021
Q4 | $52K | Buy |
618
+466
| +307% | +$39.2K | 0.03% | 372 |
|
|
2021
Q3 | $13K | Sell |
152
-47
| -24% | -$4.02K | 0.01% | 579 |
|
|
2021
Q2 | $17K | Sell |
199
-245
| -55% | -$20.9K | 0.01% | 583 |
|
|
2021
Q1 | $38K | Buy |
444
+63
| +17% | +$5.39K | 0.03% | 369 |
|
|
2020
Q4 | $34K | Buy |
+381
| New | +$34K | 0.03% | 377 |
|