Clarius Group LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-17,618
| Closed | -$1.39M | – | 121 |
|
|
2018
Q3 | $1.39M | Buy |
17,618
+10,571
| +150% | +$832K | 0.49% | 35 |
|
|
2018
Q2 | $558K | Hold |
7,047
| – | – | 0.23% | 48 |
|
|
2018
Q1 | $563K | Sell |
7,047
-2,259
| -24% | -$180K | 0.26% | 38 |
|
|
2017
Q4 | $759K | Hold |
9,306
| – | – | 0.34% | 35 |
|
|
2017
Q3 | $763K | Hold |
9,306
| – | – | 0.32% | 39 |
|
|
2017
Q2 | $762K | Hold |
9,306
| – | – | 0.31% | 38 |
|
|
2017
Q1 | $755K | Buy |
+9,306
| New | +$755K | 0.31% | 39 |
|