Berkeley Inc’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 |
-16,349
| Closed | -$1.3M | – | 86 |
|
|
2022
Q1 | $1.3M | Sell |
16,349
-1,763
| -10% | -$140K | 0.91% | 34 |
|
|
2021
Q4 | $1.54M | Sell |
18,112
-631
| -3% | -$53.5K | 1.02% | 32 |
|
|
2021
Q3 | $1.6M | Buy |
18,743
+106
| +0.6% | +$9.06K | 1.18% | 25 |
|
|
2021
Q2 | $1.6M | Buy |
18,637
+36
| +0.2% | +$3.09K | 1.15% | 25 |
|
|
2021
Q1 | $1.58M | Sell |
18,601
-214
| -1% | -$18.1K | 1.17% | 27 |
|
|
2020
Q4 | $1.66M | Buy |
+18,815
| New | +$1.66M | 1.34% | 26 |
|