Concert Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $201K | Sell |
|
|||||
|
2017
Q1 | $274K | Buy |
|
|||||
|
2016
Q4 | $250K | Sell |
|
|||||
|
2016
Q3 | $1.28M | Sell |
|
|||||
|
2016
Q2 | $1.78M | Sell |
|
|||||
|
2016
Q1 | $5.42M | Buy |
|
|||||
|
2015
Q4 | $5.28M | Buy |
|
|||||
|
2015
Q3 | $5.28M | Buy |
|
|||||
|
2015
Q2 | $3.75M | Buy |
|
|||||
|
2015
Q1 | $383K | Buy |
|
|||||
|
2014
Q4 | $517K | Buy |
|
|||||
|
2014
Q3 | $497K | Sell |
|
|||||
|
2014
Q2 | $606K | Sell |
|
|||||
|
2014
Q1 | $726K | Sell |
|
|||||
|
2013
Q4 | $790K | Buy |
|
|||||
|
2013
Q3 | $632K | Sell |
|
|||||
|
2013
Q2 | $648K | Buy |
|