IA
IFG Advisors’s Vanguard Total Bond Market BND Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-3,384
| Closed | -$255K | – | 108 |
|
2022
Q2 | $255K | Sell |
3,384
-100
| -3% | -$7.54K | 0.13% | 87 |
|
2022
Q1 | $277K | Buy |
3,484
+608
| +21% | +$48.3K | 0.12% | 90 |
|
2021
Q4 | $244K | Sell |
2,876
-961
| -25% | -$81.5K | 0.1% | 93 |
|
2021
Q3 | $328K | Buy |
3,837
+261
| +7% | +$22.3K | 0.15% | 78 |
|
2021
Q2 | $307K | Buy |
3,576
+412
| +13% | +$35.4K | 0.15% | 80 |
|
2021
Q1 | $268K | Buy |
3,164
+84
| +3% | +$7.12K | 0.15% | 78 |
|
2020
Q4 | $272K | Sell |
3,080
-52
| -2% | -$4.59K | 0.17% | 72 |
|
2020
Q3 | $277K | Buy |
3,132
+438
| +16% | +$38.7K | 0.2% | 69 |
|
2020
Q2 | $238K | Sell |
2,694
-11
| -0.4% | -$972 | 0.19% | 74 |
|
2020
Q1 | $231K | Buy |
+2,705
| New | +$231K | 0.23% | 68 |
|