EA
Elm Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.6M | Sell |
20,136
-4,399
| -18% | -$350K | 2.16% | 15 |
|
|
2021
Q4 | $2.08M | Buy |
24,535
+4,323
| +21% | +$366K | 1.16% | 21 |
|
|
2021
Q3 | $1.73M | Buy |
20,212
+2,775
| +16% | +$237K | 1.03% | 22 |
|
|
2021
Q2 | $1.5M | Buy |
17,437
+1,694
| +11% | +$146K | 0.88% | 25 |
|
|
2021
Q1 | $1.33M | Buy |
15,743
+3,199
| +26% | +$271K | 0.83% | 25 |
|
|
2020
Q4 | $1.11M | Buy |
12,544
+2,516
| +25% | +$222K | 0.68% | 25 |
|
|
2020
Q3 | $885K | Buy |
10,028
+631
| +7% | +$55.7K | 0.61% | 30 |
|
|
2020
Q2 | $830K | Buy |
9,397
+99
| +1% | +$8.74K | 0.59% | 32 |
|
|
2020
Q1 | $794K | Sell |
9,298
-209
| -2% | -$17.8K | 0.65% | 33 |
|
|
2019
Q4 | $797K | Buy |
9,507
+757
| +9% | +$63.5K | 0.5% | 38 |
|
|
2019
Q3 | $739K | Buy |
8,750
+375
| +4% | +$31.7K | 0.5% | 40 |
|
|
2019
Q2 | $696K | Buy |
8,375
+240
| +3% | +$19.9K | 0.48% | 41 |
|
|
2019
Q1 | $660K | Buy |
8,135
+195
| +2% | +$15.8K | 0.46% | 42 |
|
|
2018
Q4 | $629K | Buy |
7,940
+545
| +7% | +$43.2K | 0.51% | 40 |
|
|
2018
Q3 | $582K | Buy |
7,395
+240
| +3% | +$18.9K | 0.39% | 42 |
|
|
2018
Q2 | $567K | Buy |
7,155
+185
| +3% | +$14.7K | 0.44% | 39 |
|
|
2018
Q1 | $557K | Buy |
6,970
+130
| +2% | +$10.4K | 0.43% | 42 |
|
|
2017
Q4 | $558K | Buy |
+6,840
| New | +$558K | 0.42% | 42 |
|