Braun-Bostich & Associates’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-214
| Closed | -$19K | – | 236 |
|
2020
Q2 | $19K | Hold |
214
| – | – | 0.02% | 171 |
|
2020
Q1 | $18K | Sell |
214
-35
| -14% | -$2.94K | 0.02% | 169 |
|
2019
Q4 | $21K | Buy |
+249
| New | +$21K | 0.02% | 190 |
|
2019
Q3 | – | Sell |
-271
| Closed | -$23K | – | 115 |
|
2019
Q2 | $23K | Sell |
271
-164
| -38% | -$13.9K | 0.02% | 231 |
|
2019
Q1 | $35K | Sell |
435
-6
| -1% | -$483 | 0.04% | 215 |
|
2018
Q4 | $35K | Hold |
441
| – | – | 0.04% | 189 |
|
2018
Q3 | $35K | Sell |
441
-421
| -49% | -$33.4K | 0.03% | 190 |
|
2018
Q2 | $68K | Sell |
862
-3,397
| -80% | -$268K | 0.07% | 162 |
|
2018
Q1 | $340K | Sell |
4,259
-5,392
| -56% | -$430K | 0.29% | 93 |
|
2017
Q4 | $787K | Buy |
+9,651
| New | +$787K | 0.67% | 37 |
|