ICA Group Wealth Management’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
Q2 | $23.1K | Sell |
320
-2,411
| -88% | -$174K | 0.01% | 339 |
|
|
2024
Q1 | $198K | Sell |
2,731
-14,268
| -84% | -$1.04M | 0.04% | 285 |
|
|
2023
Q4 | $1.25M | Sell |
16,999
-1,719
| -9% | -$126K | 0.28% | 72 |
|
|
2023
Q3 | $1.3M | Sell |
18,718
-4,176
| -18% | -$291K | 0.37% | 63 |
|
|
2023
Q2 | $1.66M | Buy |
22,894
+10,470
| +84% | +$761K | 0.42% | 50 |
|
|
2023
Q1 | $917K | Sell |
12,424
-16,877
| -58% | -$1.25M | 0.22% | 102 |
|
|
2022
Q4 | $2.11M | Sell |
29,301
-4,687
| -14% | -$338K | 0.5% | 44 |
|
|
2022
Q3 | $2.42M | Buy |
33,988
+241
| +0.7% | +$17.2K | 0.51% | 44 |
|
|
2022
Q2 | $2.55M | Sell |
33,747
-929
| -3% | -$70.1K | 0.48% | 49 |
|
|
2022
Q1 | $2.63M | Buy |
+34,676
| New | +$2.63M | 0.5% | 48 |
|