HCM
Hengehold Capital Management’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 |
-4,386
| Closed | -$372K | – | 167 |
|
2021
Q4 | $372K | Buy |
4,386
+34
| +0.8% | +$2.88K | 0.05% | 116 |
|
2021
Q3 | $372K | Buy |
4,352
+21
| +0.5% | +$1.8K | 0.05% | 110 |
|
2021
Q2 | $372K | Sell |
4,331
-927
| -18% | -$79.6K | 0.05% | 110 |
|
2021
Q1 | $445K | Buy |
5,258
+867
| +20% | +$73.4K | 0.06% | 90 |
|
2020
Q4 | $387K | Buy |
4,391
+132
| +3% | +$11.6K | 0.06% | 90 |
|
2020
Q3 | $376K | Buy |
4,259
+23
| +0.5% | +$2.03K | 0.06% | 84 |
|
2020
Q2 | $374K | Sell |
4,236
-571
| -12% | -$50.4K | 0.07% | 80 |
|
2020
Q1 | $410K | Sell |
4,807
-153
| -3% | -$13.1K | 0.09% | 68 |
|
2019
Q4 | $416K | Buy |
+4,960
| New | +$416K | 0.07% | 83 |
|
2014
Q4 | – | Sell |
-3,803
| Closed | -$312K | – | 76 |
|
2014
Q3 | $312K | Hold |
3,803
| – | – | 0.11% | 58 |
|
2014
Q2 | $313K | Buy |
3,803
+177
| +5% | +$14.6K | 0.1% | 57 |
|
2014
Q1 | $294K | Hold |
3,626
| – | – | 0.1% | 59 |
|
2013
Q4 | $290K | Sell |
3,626
-564
| -13% | -$45.1K | 0.1% | 62 |
|
2013
Q3 | $339K | Hold |
4,190
| – | – | 0.14% | 59 |
|
2013
Q2 | $339K | Buy |
+4,190
| New | +$339K | 0.15% | 58 |
|