AFS
Annapolis Financial Services’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $834K | Sell |
11,103
-1,828
| -14% | -$137K | 0.25% | 55 |
|
|
2024
Q2 | $932K | Sell |
12,931
-2,428
| -16% | -$175K | 0.3% | 54 |
|
|
2024
Q1 | $1.12M | Sell |
15,359
-1,120
| -7% | -$81.3K | 0.37% | 50 |
|
|
2023
Q4 | $1.21M | Sell |
16,479
-13,312
| -45% | -$979K | 0.3% | 67 |
|
|
2023
Q3 | $2.08M | Buy |
29,791
+733
| +3% | +$51.1K | 0.6% | 45 |
|
|
2023
Q2 | $2.11M | Sell |
29,058
-3,831
| -12% | -$278K | 0.6% | 45 |
|
|
2023
Q1 | $2.43M | Sell |
32,889
-8,198
| -20% | -$605K | 0.74% | 38 |
|
|
2022
Q4 | $2.95M | Sell |
41,087
-5,328
| -11% | -$383K | 0.96% | 32 |
|
|
2022
Q3 | $3.31M | Sell |
46,415
-10,986
| -19% | -$784K | 1.22% | 24 |
|
|
2022
Q2 | $4.32M | Sell |
57,401
-2,574
| -4% | -$194K | 1.57% | 18 |
|
|
2022
Q1 | $4.77M | Buy |
59,975
+1,635
| +3% | +$130K | 1.55% | 19 |
|
|
2021
Q4 | $4.94M | Buy |
58,340
+6,505
| +13% | +$551K | 1.54% | 19 |
|
|
2021
Q3 | $4.43M | Buy |
51,835
+4,379
| +9% | +$374K | 1.47% | 19 |
|
|
2021
Q2 | $4.08M | Buy |
47,456
+1,386
| +3% | +$119K | 1.37% | 20 |
|
|
2021
Q1 | $3.9M | Buy |
46,070
+1,795
| +4% | +$152K | 1.43% | 20 |
|
|
2020
Q4 | $3.91M | Buy |
+44,275
| New | +$3.91M | 1.52% | 19 |
|