IFS Advisors’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 |
-50,787
| Closed | -$4.3M | – | 113 |
|
|
2021
Q4 | $4.3M | Sell |
50,787
-5,202
| -9% | -$441K | 3.02% | 12 |
|
|
2021
Q3 | $4.78M | Sell |
55,989
-65,997
| -54% | -$5.64M | 3.07% | 12 |
|
|
2021
Q2 | $10.5M | Buy |
121,986
+7,935
| +7% | +$682K | 7.04% | 6 |
|
|
2021
Q1 | $9.66M | Sell |
114,051
-5,339
| -4% | -$452K | 7.56% | 4 |
|
|
2020
Q4 | $10.5M | Buy |
+119,390
| New | +$10.5M | 8.06% | 4 |
|