Fingerlakes Wealth Management’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
Q2 | – | Sell |
-3,580
| Closed | -$264K | – | 87 |
|
|
2023
Q1 | $264K | Sell |
3,580
-311
| -8% | -$23K | 0.33% | 77 |
|
|
2022
Q4 | $280K | Buy |
+3,891
| New | +$280K | 0.38% | 72 |
|
|
2022
Q2 | – | Sell |
-3,105
| Closed | -$247K | – | 92 |
|
|
2022
Q1 | $247K | Buy |
3,105
+42
| +1% | +$3.34K | 0.29% | 84 |
|
|
2021
Q4 | $240K | Buy |
+3,063
| New | +$240K | 0.27% | 85 |
|