CCG Wealth Management’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 |
-21,158
| Closed | -$1.68M | – | 109 |
|
|
2022
Q1 | $1.68M | Buy |
+21,158
| New | +$1.68M | 0.82% | 23 |
|
|
2020
Q1 | – | Sell |
-2,828
| Closed | -$237K | – | 67 |
|
|
2019
Q4 | $237K | Hold |
2,828
| – | – | 0.15% | 81 |
|
|
2019
Q3 | $239K | Hold |
2,828
| – | – | 0.16% | 69 |
|
|
2019
Q2 | $235K | Hold |
2,828
| – | – | 0.17% | 65 |
|
|
2019
Q1 | $230K | Sell |
2,828
-214
| -7% | -$17.4K | 0.18% | 60 |
|
|
2018
Q4 | $241K | Buy |
+3,042
| New | +$241K | 0.23% | 55 |
|