GYL Financial Synergies’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
Q3 | $808K | Sell |
10,762
-3,901
| -27% | -$293K | 0.06% | 202 |
|
|
2024
Q2 | $1.06M | Buy |
14,663
+3,810
| +35% | +$275K | 0.08% | 178 |
|
|
2024
Q1 | $788K | Buy |
10,853
+297
| +3% | +$21.6K | 0.06% | 200 |
|
|
2023
Q4 | $776K | Buy |
10,556
+513
| +5% | +$37.7K | 0.06% | 203 |
|
|
2023
Q3 | $701K | Buy |
10,043
+66
| +0.7% | +$4.61K | 0.07% | 208 |
|
|
2023
Q2 | $725K | Buy |
9,977
+2,921
| +41% | +$212K | 0.07% | 207 |
|
|
2023
Q1 | $521K | Sell |
7,056
-485
| -6% | -$35.8K | 0.06% | 184 |
|
|
2022
Q4 | $542K | Buy |
7,541
+2,825
| +60% | +$203K | 0.12% | 120 |
|
|
2022
Q3 | $336K | Buy |
4,716
+82
| +2% | +$5.84K | 0.09% | 142 |
|
|
2022
Q2 | $349K | Buy |
4,634
+70
| +2% | +$5.27K | 0.1% | 135 |
|
|
2022
Q1 | $363K | Buy |
4,564
+462
| +11% | +$36.7K | 0.09% | 141 |
|
|
2021
Q4 | $348K | Buy |
4,102
+54
| +1% | +$4.58K | 0.09% | 154 |
|
|
2021
Q3 | $346K | Buy |
4,048
+55
| +1% | +$4.7K | 0.18% | 135 |
|
|
2021
Q2 | $343K | Buy |
3,993
+117
| +3% | +$10.1K | 0.18% | 133 |
|
|
2021
Q1 | $328K | Buy |
3,876
+68
| +2% | +$5.75K | 0.18% | 133 |
|
|
2020
Q4 | $336K | Sell |
3,808
-229
| -6% | -$20.2K | 0.19% | 126 |
|
|
2020
Q3 | $356K | Buy |
4,037
+68
| +2% | +$6K | 0.23% | 109 |
|
|
2020
Q2 | $351K | Buy |
3,969
+54
| +1% | +$4.78K | 0.25% | 97 |
|
|
2020
Q1 | $334K | Buy |
3,915
+36
| +0.9% | +$3.07K | 0.21% | 92 |
|
|
2019
Q4 | $325K | Hold |
3,879
| – | – | 0.14% | 117 |
|
|
2019
Q3 | $328K | Hold |
3,879
| – | – | 0.16% | 115 |
|
|
2019
Q2 | $322K | Sell |
3,879
-106
| -3% | -$8.8K | 0.17% | 104 |
|
|
2019
Q1 | $324K | Sell |
3,985
-1,271
| -24% | -$103K | 0.18% | 103 |
|
|
2018
Q4 | $416K | Buy |
+5,256
| New | +$416K | 0.3% | 67 |
|