Core Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-107
| Closed | -$7.9K | – | 243 |
|
|
2023
Q1 | $7.9K | Sell |
107
-284
| -73% | -$21K | ﹤0.01% | 173 |
|
|
2022
Q4 | $28.1K | Hold |
391
| – | – | 0.01% | 101 |
|
|
2022
Q3 | $28K | Hold |
391
| – | – | 0.02% | 82 |
|
|
2022
Q2 | $29K | Buy |
+391
| New | +$29K | 0.02% | 90 |
|