Clarity Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-113,649
| Closed | -$9.71M | – | 72 |
|
|
2021
Q3 | $9.71M | Sell |
113,649
-1,950
| -2% | -$167K | 4.78% | 7 |
|
|
2021
Q2 | $9.93M | Sell |
115,599
-2,094
| -2% | -$180K | 5.15% | 5 |
|
|
2021
Q1 | $9.97M | Sell |
117,693
-996
| -0.8% | -$84.4K | 5.68% | 4 |
|
|
2020
Q4 | $10.5M | Buy |
118,689
+6,757
| +6% | +$596K | 6.34% | 4 |
|
|
2020
Q3 | $9.87M | Buy |
111,932
+25,623
| +30% | +$2.26M | 7.08% | 4 |
|
|
2020
Q2 | $7.62M | Buy |
+86,309
| New | +$7.62M | 6.01% | 4 |
|