High Net Worth Advisory Group’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,056
| Closed | -$220K | – | 241 |
|
|
2022
Q4 | $220K | Buy |
3,056
+2,138
| +233% | +$154K | 0.09% | 176 |
|
|
2022
Q3 | $65K | Buy |
918
+160
| +21% | +$11.3K | 0.03% | 288 |
|
|
2022
Q2 | $57K | Buy |
758
+751
| +10,729% | +$56.5K | 0.02% | 302 |
|
|
2022
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 655 |
|
|
2021
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 664 |
|