Elwood & Goetz Wealth Advisory Group’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
Q1 | – | Sell |
-4,943
| Closed | -$364K | – | 88 |
|
|
2023
Q4 | $364K | Sell |
4,943
-13,801
| -74% | -$1.02M | 0.08% | 60 |
|
|
2023
Q3 | $1.31M | Buy |
18,744
+13,593
| +264% | +$949K | 0.3% | 33 |
|
|
2023
Q2 | $374K | Buy |
5,151
+5
| +0.1% | +$363 | 0.09% | 50 |
|
|
2023
Q1 | $380K | Buy |
+5,146
| New | +$380K | 0.09% | 46 |
|
|
2022
Q2 | – | Sell |
-5,317
| Closed | -$423K | – | 61 |
|
|
2022
Q1 | $423K | Sell |
5,317
-5,127
| -49% | -$408K | 0.13% | 45 |
|
|
2021
Q4 | $885K | Buy |
10,444
+7,797
| +295% | +$661K | 0.28% | 26 |
|
|
2021
Q3 | $226K | Buy |
+2,647
| New | +$226K | 0.08% | 52 |
|