Grand Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17,304
| Closed | -$1.28M | – | 74 |
|
|
2023
Q1 | $1.28M | Sell |
17,304
-9,207
| -35% | -$680K | 0.77% | 20 |
|
|
2022
Q4 | $1.9M | Sell |
26,511
-294,085
| -92% | -$21.1M | 1.18% | 18 |
|
|
2022
Q3 | $22.9M | Sell |
320,596
-20,479
| -6% | -$1.46M | 12.02% | 2 |
|
|
2022
Q2 | $25.7M | Sell |
341,075
-32,774
| -9% | -$2.47M | 13.05% | 2 |
|
|
2022
Q1 | $29.7M | Buy |
373,849
+2,716
| +0.7% | +$216K | 13.9% | 2 |
|
|
2021
Q4 | $31.5M | Buy |
+371,133
| New | +$31.5M | 14.1% | 2 |
|