ACG Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-225
| Closed | -$17K | – | 322 |
|
2022
Q2 | $17K | Buy |
+225
| New | +$17K | ﹤0.01% | 597 |
|
2015
Q2 | – | Sell |
-6,293
| Closed | -$525K | – | 208 |
|
2015
Q1 | $525K | Sell |
6,293
-500
| -7% | -$41.7K | 0.14% | 121 |
|
2014
Q4 | $560K | Buy |
+6,793
| New | +$560K | 0.15% | 119 |
|
2014
Q3 | – | Sell |
-4,692
| Closed | -$386K | – | 190 |
|
2014
Q2 | $386K | Buy |
+4,692
| New | +$386K | 0.07% | 149 |
|