Horizon Financial Services’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
Q1 | – | Sell |
-161
| Closed | -$13.6K | – | 62 |
|
2021
Q4 | $13.6K | Sell |
161
-11,310
| -99% | -$959K | 0.01% | 91 |
|
2021
Q3 | $980K | Sell |
11,471
-50,054
| -81% | -$4.28M | 0.65% | 32 |
|
2021
Q2 | $5.28M | Sell |
61,525
-135,448
| -69% | -$11.6M | 3.83% | 6 |
|
2021
Q1 | $16.7M | Buy |
196,973
+15,078
| +8% | +$1.28M | 14.63% | 1 |
|
2020
Q4 | $16M | Buy |
181,895
+9,609
| +6% | +$847K | 14.54% | 1 |
|
2020
Q3 | $15.2M | Buy |
+172,286
| New | +$15.2M | 14.76% | 1 |
|