Compass Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,548
| Closed | -$255K | – | 126 |
|
|
2022
Q4 | $255K | Buy |
3,548
+6
| +0.2% | +$431 | 0.34% | 98 |
|
|
2022
Q3 | $253K | Buy |
3,542
+5
| +0.1% | +$357 | 0.38% | 90 |
|
|
2022
Q2 | $266K | Buy |
3,537
+4
| +0.1% | +$301 | 0.36% | 96 |
|
|
2022
Q1 | $281K | Buy |
3,533
+2
| +0.1% | +$159 | 0.31% | 110 |
|
|
2021
Q4 | $299K | Buy |
+3,531
| New | +$299K | 0.33% | 99 |
|