BWA
Burt Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,071
| Closed | -$94K | – | 125 |
|
|
2020
Q4 | $94K | Hold |
1,071
| – | – | 0.03% | 137 |
|
|
2020
Q3 | $94K | Hold |
1,071
| – | – | 0.04% | 130 |
|
|
2020
Q2 | $95K | Sell |
1,071
-11
| -1% | -$976 | 0.04% | 125 |
|
|
2020
Q1 | $92K | Buy |
1,082
+1,071
| +9,736% | +$91.1K | 0.04% | 120 |
|
|
2019
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 328 |
|
|
2019
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 327 |
|
|
2017
Q3 | – | Sell |
-975
| Closed | -$79K | – | 358 |
|
|
2017
Q2 | $79K | Buy |
+975
| New | +$79K | 0.05% | 143 |
|
|
2016
Q1 | – | Sell |
-30
| Closed | -$2K | – | 674 |
|
|
2015
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 448 |
|