GCA
Gradient Capital Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,467
| Closed | -$209K | – | 125 |
|
|
2021
Q4 | $209K | Hold |
2,467
| – | – | 0.09% | 117 |
|
|
2021
Q3 | $211K | Hold |
2,467
| – | – | 0.1% | 115 |
|
|
2021
Q2 | $212K | Buy |
2,467
+102
| +4% | +$8.77K | 0.1% | 113 |
|
|
2021
Q1 | $200K | Sell |
2,365
-140
| -6% | -$11.8K | 0.11% | 106 |
|
|
2020
Q4 | $221K | Sell |
2,505
-140
| -5% | -$12.4K | 0.13% | 97 |
|
|
2020
Q3 | $233K | Hold |
2,645
| – | – | 0.15% | 92 |
|
|
2020
Q2 | $234K | Hold |
2,645
| – | – | 0.16% | 89 |
|
|
2020
Q1 | $226K | Sell |
2,645
-460
| -15% | -$39.3K | 0.18% | 84 |
|
|
2019
Q4 | $260K | Hold |
3,105
| – | – | 0.18% | 82 |
|
|
2019
Q3 | $262K | Hold |
3,105
| – | – | 0.2% | 80 |
|
|
2019
Q2 | $258K | Sell |
3,105
-182
| -6% | -$15.1K | 0.2% | 81 |
|
|
2019
Q1 | $267K | Hold |
3,287
| – | – | 0.21% | 77 |
|
|
2018
Q4 | $260K | Hold |
3,287
| – | – | 0.22% | 74 |
|
|
2018
Q3 | $259K | Hold |
3,287
| – | – | 0.22% | 78 |
|
|
2018
Q2 | $260K | Sell |
3,287
-129
| -4% | -$10.2K | 0.24% | 71 |
|
|
2018
Q1 | $273K | Hold |
3,416
| – | – | 0.27% | 64 |
|
|
2017
Q4 | $279K | Buy |
+3,416
| New | +$279K | 0.29% | 64 |
|