Aufman Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,642
| Closed | -$919K | – | 44 |
|
|
2023
Q2 | $919K | Sell |
12,642
-844
| -6% | -$61.4K | 0.76% | 13 |
|
|
2023
Q1 | $996K | Buy |
+13,486
| New | +$996K | 0.85% | 12 |
|
|
2022
Q4 | – | Sell |
-4,123
| Closed | -$294K | – | 45 |
|
|
2022
Q3 | $294K | Buy |
4,123
+1,004
| +32% | +$71.6K | 0.31% | 29 |
|
|
2022
Q2 | $235K | Buy |
+3,119
| New | +$235K | 0.22% | 38 |
|