DeDora Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,185
| Closed | -$231K | – | 99 |
|
|
2023
Q2 | $231K | Sell |
3,185
-4,447
| -58% | -$323K | 0.09% | 97 |
|
|
2023
Q1 | $563K | Sell |
7,632
-2,151
| -22% | -$159K | 0.24% | 75 |
|
|
2022
Q4 | $703K | Sell |
9,783
-4,653
| -32% | -$334K | 0.33% | 64 |
|
|
2022
Q3 | $1.03M | Sell |
14,436
-881
| -6% | -$62.9K | 0.54% | 45 |
|
|
2022
Q2 | $1.15M | Buy |
15,317
+189
| +1% | +$14.2K | 0.58% | 44 |
|
|
2022
Q1 | $1.2M | Buy |
+15,128
| New | +$1.2M | 0.49% | 46 |
|
|
2021
Q4 | – | Sell |
-11,990
| Closed | -$1.03M | – | 64 |
|
|
2021
Q3 | $1.03M | Buy |
11,990
+135
| +1% | +$11.5K | 0.45% | 48 |
|
|
2021
Q2 | $1.02M | Sell |
11,855
-296
| -2% | -$25.4K | 0.44% | 48 |
|
|
2021
Q1 | $1.03M | Buy |
12,151
+300
| +3% | +$25.4K | 0.49% | 47 |
|
|
2020
Q4 | $1.05M | Sell |
11,851
-153
| -1% | -$13.5K | 0.52% | 47 |
|
|
2020
Q3 | $1.06M | Sell |
12,004
-1,975
| -14% | -$174K | 0.59% | 44 |
|
|
2020
Q2 | $1.24M | Buy |
13,979
+526
| +4% | +$46.5K | 0.74% | 36 |
|
|
2020
Q1 | $1.15M | Sell |
13,453
-423
| -3% | -$36.1K | 0.87% | 33 |
|
|
2019
Q4 | $1.16M | Sell |
13,876
-873
| -6% | -$73.2K | 0.7% | 40 |
|
|
2019
Q3 | $1.25M | Sell |
14,749
-1,585
| -10% | -$134K | 0.86% | 31 |
|
|
2019
Q2 | $1.36M | Sell |
16,334
-264
| -2% | -$21.9K | 0.96% | 25 |
|
|
2019
Q1 | $1.35M | Sell |
16,598
-1,660
| -9% | -$135K | 1.02% | 21 |
|
|
2018
Q4 | $1.45M | Sell |
18,258
-1,614
| -8% | -$128K | 1.28% | 17 |
|
|
2018
Q3 | $1.56M | Sell |
19,872
-3,486
| -15% | -$274K | 1.18% | 17 |
|
|
2018
Q2 | $1.85M | Sell |
23,358
-1,053
| -4% | -$83.4K | 1.46% | 15 |
|
|
2018
Q1 | $1.95M | Sell |
24,411
-111
| -0.5% | -$8.87K | 1.59% | 14 |
|
|
2017
Q4 | $2M | Buy |
+24,522
| New | +$2M | 1.66% | 12 |
|