INR Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $114M | Buy |
1,410,391
+38,235
| +3% | +$3.1M | 14.56% | 4 |
|
|
2018
Q4 | $109M | Buy |
1,372,156
+5,523
| +0.4% | +$437K | 15.56% | 4 |
|
|
2018
Q3 | $108M | Buy |
1,366,633
+12,326
| +0.9% | +$970K | 14.48% | 4 |
|
|
2018
Q2 | $107M | Buy |
1,354,307
+5,297
| +0.4% | +$419K | 14.75% | 4 |
|
|
2018
Q1 | $108M | Buy |
1,349,010
+48,797
| +4% | +$3.9M | 14.83% | 4 |
|
|
2017
Q4 | $106M | Buy |
1,300,213
+97,830
| +8% | +$7.98M | 14.49% | 4 |
|
|
2017
Q3 | $98.5M | Buy |
1,202,383
+26,532
| +2% | +$2.17M | 14.61% | 4 |
|
|
2017
Q2 | $96.2M | Sell |
1,175,851
-167,433
| -12% | -$13.7M | 14.74% | 4 |
|
|
2017
Q1 | $109M | Buy |
1,343,284
+62,278
| +5% | +$5.05M | 17.34% | 4 |
|
|
2016
Q4 | $103M | Buy |
1,281,006
+86,742
| +7% | +$7.01M | 17.26% | 4 |
|
|
2016
Q3 | $100M | Buy |
1,194,264
+229,116
| +24% | +$19.3M | 17.69% | 2 |
|
|
2016
Q2 | $81.4M | Buy |
965,148
+46,447
| +5% | +$3.92M | 15.04% | 4 |
|
|
2016
Q1 | $76.1M | Sell |
918,701
-47,047
| -5% | -$3.9M | 14.1% | 5 |
|
|
2015
Q4 | $78M | Buy |
965,748
+29,278
| +3% | +$2.36M | 14.8% | 4 |
|
|
2015
Q3 | $76.7M | Buy |
936,470
+448
| +0% | +$36.7K | 15.92% | 4 |
|
|
2015
Q2 | $76.1M | Sell |
936,022
-46,986
| -5% | -$3.82M | 14.88% | 4 |
|
|
2015
Q1 | $82M | Buy |
983,008
+67,052
| +7% | +$5.59M | 14.41% | 4 |
|
|
2014
Q4 | $75.4M | Buy |
915,956
+54,875
| +6% | +$4.52M | 14.44% | 4 |
|
|
2014
Q3 | $70.5M | Buy |
861,081
+25,658
| +3% | +$2.1M | 14.57% | 4 |
|
|
2014
Q2 | $68.7M | Buy |
835,423
+61,835
| +8% | +$5.08M | 14.08% | 4 |
|
|
2014
Q1 | $62.8M | Buy |
773,588
+68,145
| +10% | +$5.53M | 14.04% | 4 |
|
|
2013
Q4 | $56.5M | Buy |
705,443
+70,882
| +11% | +$5.67M | 13.08% | 4 |
|
|
2013
Q3 | $51.3M | Sell |
634,561
-35,755
| -5% | -$2.89M | 13.53% | 4 |
|
|
2013
Q2 | $54.2M | Buy |
+670,316
| New | +$54.2M | 14.85% | 3 |
|