AdvicePeriod’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-145,089
| Closed | -$11.8M | – | 82 |
|
|
2019
Q1 | $11.8M | Sell |
145,089
-38,623
| -21% | -$3.14M | 1.13% | 22 |
|
|
2018
Q4 | $14.6M | Buy |
183,712
+14,507
| +9% | +$1.15M | 1.65% | 17 |
|
|
2018
Q3 | $13.3M | Sell |
169,205
-12,325
| -7% | -$970K | 1.45% | 17 |
|
|
2018
Q2 | $14.4M | Buy |
181,530
+548
| +0.3% | +$43.4K | 2.28% | 14 |
|
|
2018
Q1 | $14.5M | Buy |
180,982
+13,276
| +8% | +$1.06M | 2.5% | 10 |
|
|
2017
Q4 | $13.7M | Buy |
+167,706
| New | +$13.7M | 2.6% | 9 |
|