Affinity Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,909
| Closed | -$214K | – | 151 |
|
|
2023
Q4 | $214K | Buy |
2,909
+18
| +0.6% | +$1.32K | 0.05% | 130 |
|
|
2023
Q3 | $202K | Sell |
2,891
-214
| -7% | -$14.9K | 0.06% | 129 |
|
|
2023
Q2 | $226K | Buy |
3,105
+22
| +0.7% | +$1.6K | 0.06% | 120 |
|
|
2023
Q1 | $228K | Buy |
3,083
+13
| +0.4% | +$960 | 0.07% | 111 |
|
|
2022
Q4 | $221K | Buy |
+3,070
| New | +$221K | 0.08% | 98 |
|