CAM
Crestone Asset Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,987
| Closed | -$217K | – | 11 |
|
|
2024
Q1 | $217K | Buy |
+2,987
| New | +$217K | 0.04% | 92 |
|
|
2016
Q4 | – | Sell |
-45,015
| Closed | -$3.79M | – | 37 |
|
|
2016
Q3 | $3.79M | Buy |
45,015
+22,426
| +99% | +$1.89M | 2.15% | 13 |
|
|
2016
Q2 | $1.9M | Buy |
+22,589
| New | +$1.9M | 1.3% | 15 |
|