AWS
AJ Wealth Strategies’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-24,679
| Closed | -$1.76M | – | 302 |
|
|
2022
Q3 | $1.76M | Buy |
+24,679
| New | +$1.76M | 0.1% | 91 |
|
|
2022
Q2 | – | Sell |
-3,860
| Closed | -$307K | – | 312 |
|
|
2022
Q1 | $307K | Hold |
3,860
| – | – | 0.02% | 254 |
|
|
2021
Q4 | $327K | Hold |
3,860
| – | – | 0.02% | 239 |
|
|
2021
Q3 | $330K | Sell |
3,860
-238
| -6% | -$20.3K | 0.02% | 231 |
|
|
2021
Q2 | $352K | Sell |
4,098
-19
| -0.5% | -$1.63K | 0.02% | 215 |
|
|
2021
Q1 | $349K | Sell |
4,117
-133
| -3% | -$11.3K | 0.02% | 197 |
|
|
2020
Q4 | $375K | Sell |
4,250
-253
| -6% | -$22.3K | 0.03% | 168 |
|
|
2020
Q3 | $397K | Buy |
+4,503
| New | +$397K | 0.04% | 148 |
|
|
2018
Q4 | – | Sell |
-13,388
| Closed | -$1.05M | – | 96 |
|
|
2018
Q3 | $1.05M | Hold |
13,388
| – | – | 0.2% | 44 |
|
|
2018
Q2 | $1.06M | Hold |
13,388
| – | – | 0.22% | 43 |
|
|
2018
Q1 | $1.07M | Sell |
13,388
-1,242
| -8% | -$99.3K | 0.26% | 43 |
|
|
2017
Q4 | $1.19M | Buy |
+14,630
| New | +$1.19M | 0.3% | 41 |
|