Independence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $430K | Hold |
4,874
| – | – | 0.09% | 55 |
|
|
2020
Q2 | $431K | Sell |
4,874
-5
| -0.1% | -$442 | 0.1% | 53 |
|
|
2020
Q1 | $416K | Sell |
4,879
-500
| -9% | -$42.6K | 0.11% | 48 |
|
|
2019
Q4 | $451K | Hold |
5,379
| – | – | 0.11% | 54 |
|
|
2019
Q3 | $454K | Hold |
5,379
| – | – | 0.11% | 57 |
|
|
2019
Q2 | $447K | Hold |
5,379
| – | – | 0.11% | 57 |
|
|
2019
Q1 | $437K | Buy |
+5,379
| New | +$437K | 0.12% | 54 |
|