Atwood & Palmer’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
Q2 | – | Sell |
-373
| Closed | -$30K | – | 398 |
|
|
2022
Q1 | $30K | Hold |
373
| – | – | ﹤0.01% | 275 |
|
|
2021
Q4 | $32K | Hold |
373
| – | – | ﹤0.01% | 268 |
|
|
2021
Q3 | $32K | Buy |
+373
| New | +$32K | ﹤0.01% | 260 |
|
|
2017
Q1 | – | Sell |
-329
| Closed | -$27K | – | 298 |
|
|
2016
Q4 | $27K | Hold |
329
| – | – | ﹤0.01% | 208 |
|
|
2016
Q3 | $28K | Hold |
329
| – | – | 0.01% | 199 |
|
|
2016
Q2 | $28K | Hold |
329
| – | – | 0.01% | 202 |
|
|
2016
Q1 | $27K | Sell |
329
-325
| -50% | -$26.7K | ﹤0.01% | 210 |
|
|
2015
Q4 | $53K | Hold |
654
| – | – | 0.01% | 200 |
|
|
2015
Q3 | $54K | Buy |
654
+329
| +101% | +$27.2K | 0.01% | 188 |
|
|
2015
Q2 | $26K | Hold |
325
| – | – | ﹤0.01% | 224 |
|
|
2015
Q1 | $27K | Hold |
325
| – | – | ﹤0.01% | 218 |
|
|
2014
Q4 | $27K | Hold |
325
| – | – | 0.01% | 231 |
|
|
2014
Q3 | $27K | Buy |
+325
| New | +$27K | 0.01% | 237 |
|