Ethos Financial 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
Q3 | – | Sell |
-3,058
| Closed | -$220K | – | 302 |
|
|
2024
Q2 | $220K | Sell |
3,058
-566
| -16% | -$40.7K | 0.04% | 246 |
|
|
2024
Q1 | $263K | Hold |
3,624
| – | – | 0.05% | 220 |
|
|
2023
Q4 | $267K | Sell |
3,624
-1,923
| -35% | -$142K | 0.06% | 211 |
|
|
2023
Q3 | $387K | Sell |
5,547
-315
| -5% | -$22K | 0.1% | 110 |
|
|
2023
Q2 | $433K | Hold |
5,862
| – | – | 0.15% | 76 |
|
|
2023
Q1 | $433K | Buy |
+5,862
| New | +$433K | 0.13% | 92 |
|