CIC Wealth’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 | $693K | Buy |
9,225
+504
| +6% | +$37.9K | 0.18% | 87 |
|
|
2024
Q2 | $628K | Buy |
8,721
+185
| +2% | +$13.3K | 0.17% | 88 |
|
|
2024
Q1 | $620K | Buy |
8,536
+747
| +10% | +$54.3K | 0.18% | 89 |
|
|
2023
Q4 | $573K | Buy |
7,789
+88
| +1% | +$6.47K | 0.18% | 89 |
|
|
2023
Q3 | $537K | Buy |
7,701
+736
| +11% | +$51.4K | 0.19% | 90 |
|
|
2023
Q2 | $506K | Buy |
6,965
+352
| +5% | +$25.6K | 0.18% | 90 |
|
|
2023
Q1 | $488K | Buy |
6,613
+902
| +16% | +$66.6K | 0.18% | 91 |
|
|
2022
Q4 | $410K | Buy |
+5,711
| New | +$410K | 0.17% | 100 |
|