BPWA
Beacon Pointe Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $5.26M | Buy |
62,633
+38,411
| +159% | +$3.22M | 0.97% | 23 |
|
|
2019
Q3 | $2.04M | Buy |
24,222
+18,823
| +349% | +$1.59M | 0.43% | 47 |
|
|
2019
Q2 | $447K | Buy |
5,399
+83
| +2% | +$6.87K | 0.09% | 171 |
|
|
2019
Q1 | $431K | Sell |
5,316
-810
| -13% | -$65.7K | 0.1% | 166 |
|
|
2018
Q4 | $487K | Buy |
+6,126
| New | +$487K | 0.18% | 129 |
|