Barton Investment 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
Q2 | – | Sell |
-16,166
| Closed | -$1.29M | – | 42 |
|
|
2022
Q1 | $1.29M | Buy |
16,166
+4,391
| +37% | +$349K | 0.16% | 26 |
|
|
2021
Q4 | $998K | Hold |
11,775
| – | – | 0.09% | 27 |
|
|
2021
Q3 | $1.01M | Buy |
+11,775
| New | +$1.01M | 0.08% | 26 |
|
|
2021
Q2 | – | Sell |
-11,775
| Closed | -$998K | – | 42 |
|
|
2021
Q1 | $998K | Sell |
11,775
-200
| -2% | -$17K | 0.09% | 27 |
|
|
2020
Q4 | $1.06M | Hold |
11,975
| – | – | 0.09% | 26 |
|
|
2020
Q3 | $1.06M | Buy |
+11,975
| New | +$1.06M | 0.1% | 25 |
|
|
2020
Q1 | – | Sell |
-11,185
| Closed | -$938K | – | 40 |
|
|
2019
Q4 | $938K | Buy |
+11,185
| New | +$938K | 0.15% | 25 |
|