Baker Boyer National Bank’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
Q4 | – | Sell |
-18,369
| Closed | -$1.28M | – | 80 |
|
|
2023
Q3 | $1.28M | Sell |
18,369
-1
| -0% | -$70 | 0.52% | 21 |
|
|
2023
Q2 | $1.34M | Buy |
18,370
+7,548
| +70% | +$549K | 0.49% | 20 |
|
|
2023
Q1 | $799K | Buy |
10,822
+2,957
| +38% | +$218K | 0.31% | 32 |
|
|
2022
Q4 | $565K | Hold |
7,865
| – | – | 0.24% | 40 |
|
|
2022
Q3 | $561K | Hold |
7,865
| – | – | 0.25% | 36 |
|
|
2022
Q2 | $592K | Sell |
7,865
-5,674
| -42% | -$427K | 0.3% | 37 |
|
|
2022
Q1 | $1.08M | Buy |
13,539
+1,909
| +16% | +$152K | 0.52% | 27 |
|
|
2021
Q4 | $986K | Buy |
+11,630
| New | +$986K | 0.45% | 31 |
|
|
2021
Q2 | $592K | Buy |
+7,865
| New | +$592K | 0.3% | 37 |
|