Fulcrum Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,293
| Closed | -$473K | – | 116 |
|
|
2024
Q3 | $473K | Hold |
6,293
| – | – | 0.4% | 84 |
|
|
2024
Q2 | $453K | Sell |
6,293
-358
| -5% | -$25.8K | 0.41% | 79 |
|
|
2024
Q1 | $483K | Sell |
6,651
-4
| -0.1% | -$291 | 0.57% | 57 |
|
|
2023
Q4 | $489K | Buy |
6,655
+362
| +6% | +$26.6K | 0.6% | 43 |
|
|
2023
Q3 | $439K | Buy |
+6,293
| New | +$439K | 0.51% | 51 |
|