Independent Portfolio Consultants’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 | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $5K | Sell |
55
-75
| -58% | -$6.82K | ﹤0.01% | 763 |
|
2017
Q1 | $11K | Sell |
130
-2,300
| -95% | -$195K | ﹤0.01% | 736 |
|
2016
Q4 | $196K | Sell |
2,430
-80
| -3% | -$6.45K | 0.06% | 322 |
|
2016
Q3 | $211K | Sell |
2,510
-350
| -12% | -$29.4K | 0.07% | 314 |
|
2016
Q2 | $241K | Sell |
2,860
-85
| -3% | -$7.16K | 0.08% | 296 |
|
2016
Q1 | $244K | Sell |
2,945
-680
| -19% | -$56.3K | 0.07% | 310 |
|
2015
Q4 | $293K | Sell |
3,625
-55
| -1% | -$4.45K | 0.09% | 282 |
|
2015
Q3 | $302K | Buy |
3,680
+405
| +12% | +$33.2K | 0.07% | 302 |
|
2015
Q2 | $266K | Sell |
3,275
-40
| -1% | -$3.25K | 0.05% | 322 |
|
2015
Q1 | $276K | Sell |
3,315
-660
| -17% | -$55K | 0.06% | 306 |
|
2014
Q4 | $327K | Hold |
3,975
| – | – | 0.07% | 299 |
|
2014
Q3 | $326K | Buy |
3,975
+65
| +2% | +$5.33K | 0.09% | 379 |
|
2014
Q2 | $321K | Buy |
3,910
+560
| +17% | +$46K | 0.09% | 362 |
|
2014
Q1 | $271K | Buy |
+3,350
| New | +$271K | 0.09% | 387 |
|