DA
Doliver Advisors’s Vanguard Total Bond Market BND Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-21,386
| Closed | -$1.83M | – | 159 |
|
2021
Q3 | $1.83M | Buy |
+21,386
| New | +$1.83M | 0.61% | 25 |
|
2020
Q4 | – | Sell |
-9,683
| Closed | -$854K | – | 137 |
|
2020
Q3 | $854K | Sell |
9,683
-7,965
| -45% | -$702K | 0.43% | 45 |
|
2020
Q2 | $1.56M | Buy |
17,648
+528
| +3% | +$46.6K | 0.7% | 26 |
|
2020
Q1 | $1.49M | Buy |
17,120
+2,894
| +20% | +$253K | 0.74% | 26 |
|
2019
Q4 | $1.19M | Buy |
14,226
+387
| +3% | +$32.5K | 0.47% | 33 |
|
2019
Q3 | $1.16M | Buy |
+13,839
| New | +$1.16M | 0.47% | 33 |
|