CT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $402K | Buy |
4,962
+1,153
| +30% | +$93.5K | 0.25% | 94 |
|
|
2016
Q4 | $308K | Buy |
3,809
+441
| +13% | +$35.6K | 0.2% | 112 |
|
|
2016
Q3 | $283K | Hold |
3,368
| – | – | 0.17% | 117 |
|
|
2016
Q2 | $284K | Sell |
3,368
-3,164
| -48% | -$267K | 0.17% | 111 |
|
|
2016
Q1 | $541K | Sell |
6,532
-632
| -9% | -$52.3K | 0.3% | 83 |
|
|
2015
Q4 | $579K | Sell |
7,164
-4,897
| -41% | -$396K | 0.33% | 77 |
|
|
2015
Q3 | $988K | Sell |
12,061
-1,616
| -12% | -$132K | 0.62% | 45 |
|
|
2015
Q2 | $1.11M | Buy |
13,677
+122
| +0.9% | +$9.91K | 0.63% | 44 |
|
|
2015
Q1 | $1.13M | Buy |
13,555
+28
| +0.2% | +$2.33K | 0.63% | 44 |
|
|
2014
Q4 | $1.11M | Buy |
+13,527
| New | +$1.11M | 0.84% | 34 |
|
|
2014
Q1 | $1.13M | Buy |
+13,555
| New | +$1.13M | 0.63% | 44 |
|