DHK 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-25,048
| Closed | -$1.82M | – | 76 |
|
|
2024
Q1 | $1.82M | Buy |
25,048
+2,806
| +13% | +$204K | 1.29% | 22 |
|
|
2023
Q4 | $1.64M | Buy |
22,242
+9
| +0% | +$662 | 1.23% | 23 |
|
|
2023
Q3 | $1.55M | Buy |
22,233
+101
| +0.5% | +$7.05K | 1.38% | 19 |
|
|
2023
Q2 | $1.61M | Buy |
+22,132
| New | +$1.61M | 1.37% | 19 |
|
|
2023
Q1 | – | Sell |
-20,473
| Closed | -$1.47M | – | 42 |
|
|
2022
Q4 | $1.47M | Sell |
20,473
-1,437
| -7% | -$103K | 2.04% | 15 |
|
|
2022
Q3 | $1.56M | Buy |
+21,910
| New | +$1.56M | 2.57% | 11 |
|