Hillcrest Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $371K | Hold |
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|
2023
Q3 | $352K | Buy |
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|
2023
Q2 | $236K | Hold |
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|
2023
Q1 | $240K | Hold |
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|
2022
Q4 | $233K | Hold |
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|
2022
Q3 | $232K | Hold |
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|
2022
Q2 | $244K | Hold |
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|
2022
Q1 | $258K | Hold |
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|
2021
Q4 | $275K | Hold |
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|
2021
Q3 | $277K | Hold |
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|
2021
Q2 | $279K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $714K | Sell |
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|
2019
Q1 | $1.05M | Hold |
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|
2018
Q4 | $1.03M | Buy |
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