BerganKDV Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $22.5K | Sell |
310
-1,667
| -84% | -$121K | ﹤0.01% | 479 |
|
|
2023
Q1 | $146K | Sell |
1,977
-7,568
| -79% | -$559K | 0.02% | 266 |
|
|
2022
Q4 | $686K | Buy |
9,545
+9,235
| +2,979% | +$663K | 0.07% | 150 |
|
|
2022
Q3 | $22K | Hold |
310
| – | – | ﹤0.01% | 477 |
|
|
2022
Q2 | $23K | Sell |
310
-2,205
| -88% | -$164K | ﹤0.01% | 479 |
|
|
2022
Q1 | $200K | Sell |
2,515
-8,293
| -77% | -$659K | 0.02% | 240 |
|
|
2021
Q4 | $916K | Buy |
10,808
+10,498
| +3,386% | +$890K | 0.1% | 138 |
|
|
2021
Q3 | $26K | Hold |
310
| – | – | ﹤0.01% | 484 |
|
|
2021
Q2 | $27K | Hold |
310
| – | – | ﹤0.01% | 477 |
|
|
2021
Q1 | $26K | Sell |
310
-35
| -10% | -$2.94K | ﹤0.01% | 447 |
|
|
2020
Q4 | $30K | Buy |
345
+35
| +11% | +$3.04K | ﹤0.01% | 412 |
|
|
2020
Q3 | $27K | Hold |
310
| – | – | ﹤0.01% | 393 |
|
|
2020
Q2 | $27K | Hold |
310
| – | – | ﹤0.01% | 421 |
|
|
2020
Q1 | $26K | Hold |
310
| – | – | 0.01% | 391 |
|
|
2019
Q4 | $26K | Hold |
310
| – | – | ﹤0.01% | 412 |
|
|
2019
Q3 | $26K | Hold |
310
| – | – | 0.01% | 399 |
|
|
2019
Q2 | $26K | Hold |
310
| – | – | 0.01% | 392 |
|
|
2019
Q1 | $25K | Sell |
310
-84
| -21% | -$6.77K | 0.01% | 408 |
|
|
2018
Q4 | $31K | Buy |
394
+84
| +27% | +$6.61K | 0.01% | 348 |
|
|
2018
Q3 | $24K | Hold |
310
| – | – | 0.01% | 402 |
|
|
2018
Q2 | $25K | Buy |
+310
| New | +$25K | 0.01% | 397 |
|