Carmichael Hill & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $73.4K | Buy |
977
+332
| +51% | +$24.9K | 0.03% | 265 |
|
|
2024
Q2 | $46.5K | Buy |
645
+90
| +16% | +$6.49K | 0.02% | 301 |
|
|
2024
Q1 | $40.3K | Hold |
555
| – | – | 0.02% | 325 |
|
|
2023
Q4 | $40.8K | Hold |
555
| – | – | 0.02% | 318 |
|
|
2023
Q3 | $38.7K | Buy |
555
+346
| +166% | +$24.1K | 0.02% | 312 |
|
|
2023
Q2 | $15.2K | Hold |
209
| – | – | 0.01% | 420 |
|
|
2023
Q1 | $15.4K | Sell |
209
-124
| -37% | -$9.16K | 0.01% | 413 |
|
|
2022
Q4 | $23.9K | Sell |
333
-241
| -42% | -$17.3K | 0.01% | 349 |
|
|
2022
Q3 | $41K | Buy |
574
+278
| +94% | +$19.9K | 0.02% | 296 |
|
|
2022
Q2 | $22K | Sell |
296
-79
| -21% | -$5.87K | 0.01% | 363 |
|
|
2022
Q1 | $30K | Buy |
375
+18
| +5% | +$1.44K | 0.01% | 353 |
|
|
2021
Q4 | $30K | Hold |
357
| – | – | 0.01% | 356 |
|
|
2021
Q3 | $31K | Hold |
357
| – | – | 0.02% | 352 |
|
|
2021
Q2 | $31K | Hold |
357
| – | – | 0.02% | 354 |
|
|
2021
Q1 | $30K | Hold |
357
| – | – | 0.02% | 346 |
|
|
2020
Q4 | $31K | Buy |
357
+22
| +7% | +$1.91K | 0.02% | 325 |
|
|
2020
Q3 | $30K | Buy |
335
+165
| +97% | +$14.8K | 0.02% | 306 |
|
|
2020
Q2 | $15K | Hold |
170
| – | – | 0.01% | 366 |
|
|
2020
Q1 | $15K | Hold |
170
| – | – | 0.01% | 343 |
|
|
2019
Q4 | $14K | Buy |
+170
| New | +$14K | 0.01% | 377 |
|