Global Wealth Management Investment Advisory’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
Q1 | – | Sell |
-24
| Closed | -$1.77K | – | 173 |
|
|
2023
Q4 | $1.77K | Hold |
24
| – | – | ﹤0.01% | 404 |
|
|
2023
Q3 | $1.68K | Hold |
24
| – | – | ﹤0.01% | 392 |
|
|
2023
Q2 | $1.75K | Buy |
+24
| New | +$1.75K | ﹤0.01% | 397 |
|
|
2020
Q1 | – | Sell |
-852
| Closed | -$71K | – | 592 |
|
|
2019
Q4 | $71K | Buy |
+852
| New | +$71K | 0.03% | 157 |
|
|
2019
Q1 | – | Sell |
-157
| Closed | -$12K | – | 676 |
|
|
2018
Q4 | $12K | Buy |
+157
| New | +$12K | 0.01% | 354 |
|