Engrave Wealth Partners’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
Q4 | $2.26M | Buy |
30,663
+2,166
| +8% | +$159K | 0.64% | 22 |
|
|
2023
Q3 | $1.99M | Buy |
28,497
+6,969
| +32% | +$486K | 0.61% | 21 |
|
|
2023
Q2 | $1.56M | Buy |
21,528
+9,330
| +76% | +$678K | 0.5% | 18 |
|
|
2023
Q1 | $906K | Buy |
12,198
+5,943
| +95% | +$441K | 0.31% | 28 |
|
|
2022
Q4 | $466K | Sell |
6,255
-175
| -3% | -$13K | 0.16% | 45 |
|
|
2022
Q3 | $459K | Buy |
6,430
+97
| +2% | +$6.92K | 0.21% | 33 |
|
|
2022
Q2 | $477K | Buy |
+6,333
| New | +$477K | 0.21% | 33 |
|