HHM Wealth Advisors’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
Q1 | – | Sell |
-1,915
| Closed | -$141K | – | 742 |
|
|
2023
Q4 | $141K | Buy |
+1,915
| New | +$141K | 0.02% | 176 |
|
|
2022
Q3 | – | Sell |
-389
| Closed | -$29K | – | 659 |
|
|
2022
Q2 | $29K | Hold |
389
| – | – | 0.01% | 358 |
|
|
2022
Q1 | $31K | Sell |
389
-46
| -11% | -$3.67K | 0.01% | 373 |
|
|
2021
Q4 | $37K | Hold |
435
| – | – | 0.01% | 344 |
|
|
2021
Q3 | $37K | Buy |
435
+46
| +12% | +$3.91K | 0.01% | 334 |
|
|
2021
Q2 | $33K | Hold |
389
| – | – | 0.01% | 343 |
|
|
2021
Q1 | $33K | Hold |
389
| – | – | 0.01% | 327 |
|
|
2020
Q4 | $34K | Hold |
389
| – | – | 0.01% | 297 |
|
|
2020
Q3 | $34K | Hold |
389
| – | – | 0.01% | 266 |
|
|
2020
Q2 | $34K | Hold |
389
| – | – | 0.01% | 260 |
|
|
2020
Q1 | $33K | Buy |
+389
| New | +$33K | 0.02% | 242 |
|