FundX Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-29,235
| Closed | -$2.58M | – | 41 |
|
|
2020
Q4 | $2.58M | Sell |
29,235
-16,895
| -37% | -$1.49M | 1.08% | 17 |
|
|
2020
Q3 | $4.07M | Buy |
+46,130
| New | +$4.07M | 1.56% | 16 |
|
|
2020
Q2 | – | Sell |
-125,772
| Closed | -$10.7M | – | 37 |
|
|
2020
Q1 | $10.7M | Sell |
125,772
-56,747
| -31% | -$4.84M | 3.95% | 9 |
|
|
2019
Q4 | $15.3M | Sell |
182,519
-113,729
| -38% | -$9.54M | 4.13% | 8 |
|
|
2019
Q3 | $25M | Buy |
296,248
+26,984
| +10% | +$2.28M | 8.88% | 4 |
|
|
2019
Q2 | $22.4M | Buy |
+269,264
| New | +$22.4M | 9.25% | 4 |
|