Acute Investment Advisory’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-16,162
| Closed | -$1.16M | – | 15 |
|
2022
Q4 | $1.16M | Sell |
16,162
-32,129
| -67% | -$2.31M | 0.79% | 10 |
|
2022
Q3 | $3.45M | Buy |
48,291
+23,870
| +98% | +$1.7M | 2.47% | 13 |
|
2022
Q2 | $1.84M | Sell |
24,421
-41,527
| -63% | -$3.13M | 1.43% | 17 |
|
2022
Q1 | $5.25M | Sell |
65,948
-69,738
| -51% | -$5.55M | 3.91% | 6 |
|
2021
Q4 | $11.5M | Buy |
+135,686
| New | +$11.5M | 8.39% | 3 |
|