HF Advisory Group’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
Q2 | – | Sell |
-3,228
| Closed | -$234K | – | 165 |
|
|
2024
Q1 | $234K | Buy |
3,228
+66
| +2% | +$4.79K | 0.13% | 147 |
|
|
2023
Q4 | $233K | Buy |
3,162
+35
| +1% | +$2.58K | 0.15% | 146 |
|
|
2023
Q3 | $218K | Sell |
3,127
-28
| -0.9% | -$1.95K | 0.16% | 138 |
|
|
2023
Q2 | $229K | Sell |
3,155
-373
| -11% | -$27.1K | 0.18% | 126 |
|
|
2023
Q1 | $260K | Buy |
3,528
+588
| +20% | +$43.4K | 0.23% | 120 |
|
|
2022
Q4 | $211K | Buy |
+2,940
| New | +$211K | 0.21% | 126 |
|