Hapanowicz & Associates Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-16,331
| Closed | -$1.37M | – | 19 |
|
|
2019
Q4 | $1.37M | Buy |
+16,331
| New | +$1.37M | 0.83% | 10 |
|
|
2019
Q3 | – | Sell |
-58,638
| Closed | -$4.87M | – | 18 |
|
|
2019
Q2 | $4.87M | Buy |
58,638
+1,780
| +3% | +$148K | 3.21% | 9 |
|
|
2019
Q1 | $4.62M | Buy |
56,858
+982
| +2% | +$79.7K | 3.09% | 9 |
|
|
2018
Q4 | $4.43M | Sell |
55,876
-853
| -2% | -$67.6K | 3.3% | 9 |
|
|
2018
Q3 | $4.45M | Buy |
56,729
+1,870
| +3% | +$147K | 2.99% | 9 |
|
|
2018
Q2 | $4.33M | Buy |
54,859
+6,066
| +12% | +$479K | 3.03% | 8 |
|
|
2018
Q1 | $3.89M | Buy |
48,793
+4,978
| +11% | +$397K | 2.86% | 8 |
|
|
2017
Q4 | $3.56M | Buy |
43,815
+2,675
| +7% | +$217K | 2.6% | 8 |
|
|
2017
Q3 | $3.36M | Buy |
41,140
+5,808
| +16% | +$475K | 2.58% | 8 |
|
|
2017
Q2 | $2.88M | Buy |
35,332
+3,071
| +10% | +$250K | 2.41% | 8 |
|
|
2017
Q1 | $2.62M | Buy |
32,261
+2,400
| +8% | +$195K | 2.33% | 8 |
|
|
2016
Q4 | $2.43M | Buy |
+29,861
| New | +$2.43M | 2.26% | 9 |
|