GWA
Guidant Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $142K | Buy |
1,686
+1
| +0.1% | +$84 | 0.05% | 124 |
|
|
2019
Q2 | $140K | Buy |
1,685
+2
| +0.1% | +$166 | 0.05% | 124 |
|
|
2019
Q1 | $137K | Buy |
1,683
+1,084
| +181% | +$88.2K | 0.05% | 125 |
|
|
2018
Q4 | $47K | Buy |
+599
| New | +$47K | 0.02% | 136 |
|
|
2017
Q3 | – | Sell |
-811
| Closed | -$65K | – | 195 |
|
|
2017
Q2 | $65K | Buy |
811
+44
| +6% | +$3.53K | 0.03% | 101 |
|
|
2017
Q1 | $62K | Sell |
767
-3,764
| -83% | -$304K | 0.03% | 104 |
|
|
2016
Q4 | $368K | Sell |
4,531
-9,918
| -69% | -$806K | 0.21% | 54 |
|
|
2016
Q3 | $1.21M | Buy |
+14,449
| New | +$1.21M | 0.74% | 37 |
|