Certuity’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
Q1 | – | Sell |
-3,198
| Closed | -$235K | – | 336 |
|
2023
Q4 | $235K | Buy |
+3,198
| New | +$235K | 0.02% | 284 |
|
2022
Q2 | – | Sell |
-2,806
| Closed | -$223K | – | 231 |
|
2022
Q1 | $223K | Hold |
2,806
| – | – | 0.05% | 266 |
|
2021
Q4 | $238K | Hold |
2,806
| – | – | 0.05% | 254 |
|
2021
Q3 | $240K | Buy |
2,806
+289
| +11% | +$24.7K | 0.05% | 319 |
|
2021
Q2 | $216K | Hold |
2,517
| – | – | 0.05% | 299 |
|
2021
Q1 | $213K | Buy |
+2,517
| New | +$213K | 0.06% | 274 |
|