Financial Partners Group (Kansas)’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-2,667
| Closed | -$229K | – | 156 |
|
2021
Q2 | $229K | Sell |
2,667
-51,496
| -95% | -$4.42M | 0.06% | 135 |
|
2021
Q1 | $4.59M | Sell |
54,163
-18,144
| -25% | -$1.54M | 1.3% | 22 |
|
2020
Q4 | $6.32M | Buy |
72,307
+5,246
| +8% | +$458K | 1.89% | 17 |
|
2020
Q3 | $5.92M | Buy |
67,061
+16,746
| +33% | +$1.48M | 2.03% | 17 |
|
2020
Q2 | $4.45M | Buy |
+50,315
| New | +$4.45M | 1.74% | 18 |
|