Bragg Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,577
| Closed | -$546K | – | 267 |
|
|
2019
Q2 | $546K | Buy |
6,577
+564
| +9% | +$46.8K | 0.07% | 189 |
|
|
2019
Q1 | $488K | Buy |
6,013
+129
| +2% | +$10.5K | 0.06% | 193 |
|
|
2018
Q4 | $466K | Buy |
+5,884
| New | +$466K | 0.07% | 190 |
|
|
2015
Q3 | – | Sell |
-2,709
| Closed | -$220K | – | 223 |
|
|
2015
Q2 | $220K | Buy |
+2,709
| New | +$220K | 0.05% | 225 |
|