Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $379K | Buy |
4,624
+12
| +0.3% | +$984 | 0.51% | 6 |
|
|
2017
Q2 | $377K | Buy |
4,612
+11
| +0.2% | +$899 | 0.46% | 8 |
|
|
2017
Q1 | $373K | Sell |
4,601
-18,137
| -80% | -$1.47M | 0.38% | 8 |
|
|
2016
Q4 | $1.85M | Sell |
22,738
-260
| -1% | -$21.1K | 1.86% | 7 |
|
|
2016
Q3 | $1.94M | Buy |
22,998
+8
| +0% | +$673 | 1.93% | 7 |
|
|
2016
Q2 | $1.94M | Hold |
22,990
| – | – | 2.06% | 7 |
|
|
2016
Q1 | $1.9M | Sell |
22,990
-985
| -4% | -$81.6K | 2% | 7 |
|
|
2015
Q4 | $1.94M | Buy |
+23,975
| New | +$1.94M | 1.69% | 7 |
|