Beacon Financial Advisory’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
Q1 | – | Sell |
-25,828
| Closed | -$2.19M | – | 240 |
|
|
2021
Q4 | $2.19M | Buy |
25,828
+2,431
| +10% | +$206K | 1.01% | 22 |
|
|
2021
Q3 | $2M | Buy |
23,397
+1,415
| +6% | +$121K | 1.04% | 22 |
|
|
2021
Q2 | $1.89M | Buy |
21,982
+2,804
| +15% | +$241K | 1.01% | 23 |
|
|
2021
Q1 | $1.63M | Buy |
19,178
+2,631
| +16% | +$223K | 0.93% | 23 |
|
|
2020
Q4 | $1.46M | Buy |
16,547
+1,412
| +9% | +$125K | 0.95% | 28 |
|
|
2020
Q3 | $1.34M | Buy |
15,135
+188
| +1% | +$16.6K | 1.16% | 20 |
|
|
2020
Q2 | $1.32M | Buy |
14,947
+2,062
| +16% | +$182K | 1.44% | 18 |
|
|
2020
Q1 | $1.1M | Buy |
12,885
+1,087
| +9% | +$92.7K | 1.4% | 19 |
|
|
2019
Q4 | $989K | Buy |
+11,798
| New | +$989K | 0.85% | 34 |
|