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Confluence Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Confluence Wealth Management’s Portfolio BND Stock Details BND Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,483
Closed -$203K – 122
2017
Q2 		$203K Buy
2,483
+5
+0.2% +$409 0.1% 127
2017
Q1 		$201K Buy
+2,478
New +$201K 0.1% 126