Householder Group Estate & Retirement Specialist’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
Q4 | $86K | Sell |
1,202
-6,468
| -84% | -$463K | 0.06% | 165 |
|
|
2024
Q3 | $576K | Sell |
7,670
-739
| -9% | -$55.5K | 0.17% | 122 |
|
|
2024
Q2 | $605K | Sell |
8,409
-56
| -0.7% | -$4.03K | 0.17% | 117 |
|
|
2024
Q1 | $615K | Sell |
8,465
-210
| -2% | -$15.3K | 0.18% | 111 |
|
|
2023
Q4 | $638K | Sell |
8,675
-13,386
| -61% | -$984K | 0.21% | 97 |
|
|
2023
Q3 | $1.54M | Buy |
+22,061
| New | +$1.54M | 0.55% | 38 |
|
|
2023
Q1 | $1.23M | Buy |
+16,712
| New | +$1.23M | 0.47% | 47 |
|
|
2022
Q4 | – | Sell |
-19,829
| Closed | -$1.41M | – | 410 |
|
|
2022
Q3 | $1.41M | Buy |
19,829
+15,963
| +413% | +$1.14M | 0.58% | 35 |
|
|
2022
Q2 | $291K | Sell |
3,866
-647
| -14% | -$48.7K | 0.13% | 156 |
|
|
2022
Q1 | $359K | Sell |
4,513
-2,291
| -34% | -$182K | 0.14% | 141 |
|
|
2021
Q4 | $577K | Buy |
+6,804
| New | +$577K | 0.21% | 116 |
|