Altium Wealth Management’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
Q1 | – | Sell |
-2,415
| Closed | -$205K | – | 382 |
|
|
2021
Q4 | $205K | Sell |
2,415
-250
| -9% | -$21.2K | 0.01% | 364 |
|
|
2021
Q3 | $228K | Sell |
2,665
-1,557
| -37% | -$133K | 0.02% | 343 |
|
|
2021
Q2 | $363K | Sell |
4,222
-2,012
| -32% | -$173K | 0.03% | 286 |
|
|
2021
Q1 | $528K | Buy |
+6,234
| New | +$528K | 0.04% | 204 |
|
|
2019
Q1 | – | Sell |
-7,066
| Closed | -$560K | – | 288 |
|
|
2018
Q4 | $560K | Sell |
7,066
-1,755
| -20% | -$139K | 0.11% | 135 |
|
|
2018
Q3 | $694K | Sell |
8,821
-4,989
| -36% | -$393K | 0.13% | 117 |
|
|
2018
Q2 | $1.09M | Sell |
13,810
-3,437
| -20% | -$272K | 0.29% | 64 |
|
|
2018
Q1 | $1.38M | Sell |
17,247
-5,329
| -24% | -$426K | 0.54% | 35 |
|
|
2017
Q4 | $1.84M | Buy |
+22,576
| New | +$1.84M | 0.84% | 25 |
|