Ford 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-19,595
| Closed | -$1.41M | – | 15 |
|
|
2022
Q4 | $1.41M | Sell |
19,595
-1,139
| -5% | -$81.8K | 0.56% | 39 |
|
|
2022
Q3 | $1.48M | Sell |
20,734
-15,555
| -43% | -$1.11M | 0.62% | 32 |
|
|
2022
Q2 | $2.73M | Sell |
36,289
-12,818
| -26% | -$965K | 1.11% | 25 |
|
|
2022
Q1 | $3.91M | Sell |
49,107
-36,051
| -42% | -$2.87M | 1.5% | 20 |
|
|
2021
Q4 | $7.22K | Sell |
85,158
-13,683
| -14% | -$1.16K | 1.43% | 12 |
|
|
2021
Q3 | $8.45M | Buy |
98,841
+3,144
| +3% | +$269K | 3.25% | 5 |
|
|
2021
Q2 | $8.22M | Buy |
95,697
+4,079
| +4% | +$350K | 3.06% | 5 |
|
|
2021
Q1 | $7.76M | Buy |
91,618
+790
| +0.9% | +$66.9K | 3.34% | 6 |
|
|
2020
Q4 | $8.01M | Buy |
90,828
+14,552
| +19% | +$1.28M | 3.78% | 6 |
|
|
2020
Q3 | $6.73M | Buy |
76,276
+7,945
| +12% | +$701K | 3.66% | 5 |
|
|
2020
Q2 | $6.04M | Sell |
68,331
-1,739
| -2% | -$154K | 3.36% | 5 |
|
|
2020
Q1 | $5.98M | Buy |
70,070
+2,238
| +3% | +$191K | 3.99% | 4 |
|
|
2019
Q4 | $5.69M | Buy |
67,832
+2,812
| +4% | +$236K | 3.28% | 6 |
|
|
2019
Q3 | $5.49M | Buy |
65,020
+8,738
| +16% | +$738K | 3.5% | 5 |
|
|
2019
Q2 | $4.68M | Buy |
56,282
+1,796
| +3% | +$149K | 3.17% | 6 |
|
|
2019
Q1 | $4.42M | Buy |
54,486
+7,448
| +16% | +$605K | 3.17% | 6 |
|
|
2018
Q4 | $3.73M | Sell |
47,038
-3,478
| -7% | -$275K | 2.81% | 8 |
|
|
2018
Q3 | $3.96M | Sell |
50,516
-3,028
| -6% | -$237K | 2.89% | 7 |
|
|
2018
Q2 | $4.23M | Buy |
53,544
+5,789
| +12% | +$457K | 3.08% | 7 |
|
|
2018
Q1 | $3.82M | Sell |
47,755
-299
| -0.6% | -$23.9K | 2.98% | 7 |
|
|
2017
Q4 | $3.91M | Buy |
+48,054
| New | +$3.91M | 2.94% | 7 |
|