Epic Trust Investment 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 | $618K | Sell |
8,584
-2,549
| -23% | -$184K | 0.68% | 32 |
|
|
2024
Q1 | $809K | Sell |
11,133
-1,297
| -10% | -$94.2K | 1% | 25 |
|
|
2023
Q4 | $914K | Sell |
12,430
-2,592
| -17% | -$191K | 1.23% | 20 |
|
|
2023
Q3 | $1.05M | Sell |
15,022
-2,770
| -16% | -$193K | 1.65% | 14 |
|
|
2023
Q2 | $1.29M | Buy |
17,792
+2,463
| +16% | +$179K | 1.84% | 11 |
|
|
2023
Q1 | $1.13M | Sell |
15,329
-3,756
| -20% | -$277K | 1.38% | 15 |
|
|
2022
Q4 | $1.37M | Sell |
19,085
-1,730
| -8% | -$124K | 2.06% | 10 |
|
|
2022
Q3 | $1.49M | Buy |
20,815
+4,632
| +29% | +$330K | 2.06% | 12 |
|
|
2022
Q2 | $1.22M | Buy |
+16,183
| New | +$1.22M | 2.3% | 10 |
|