BWCS
Beirne Wealth Consulting Services’s Vanguard Total Bond Market BND Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-5,675
| Closed | -$479K | – | 97 |
|
2019
Q3 | $479K | Buy |
5,675
+232
| +4% | +$19.6K | 0.4% | 68 |
|
2019
Q2 | $452K | Buy |
5,443
+746
| +16% | +$62K | 0.41% | 71 |
|
2019
Q1 | $381K | Buy |
4,697
+785
| +20% | +$63.7K | 0.3% | 109 |
|
2018
Q4 | $310K | Buy |
+3,912
| New | +$310K | 0.26% | 118 |
|