Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.51M | Buy |
20,950
+9,184
| +78% | +$660K | 0.22% | 74 |
|
|
2022
Q3 | $839K | Buy |
11,766
+285
| +2% | +$20.3K | 0.27% | 63 |
|
|
2022
Q2 | $864K | Sell |
11,481
-2,748
| -19% | -$207K | 0.29% | 64 |
|
|
2022
Q1 | $1.13M | Buy |
+14,229
| New | +$1.13M | 0.31% | 65 |
|
|
2021
Q3 | $170K | Sell |
1,988
-283
| -12% | -$24.2K | 0.06% | 242 |
|
|
2021
Q2 | $195K | Buy |
+2,271
| New | +$195K | 0.07% | 229 |
|