Institutional & Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,124
| Closed | -$224K | – | 728 |
|
|
2022
Q4 | $224K | Sell |
3,124
-4
| -0.1% | -$287 | 0.04% | 133 |
|
|
2022
Q3 | $223K | Sell |
3,128
-25
| -0.8% | -$1.78K | 0.04% | 129 |
|
|
2022
Q2 | $237K | Sell |
3,153
-2
| -0.1% | -$150 | 0.04% | 126 |
|
|
2022
Q1 | $251K | Sell |
3,155
-51
| -2% | -$4.06K | 0.04% | 139 |
|
|
2021
Q4 | $272K | Sell |
3,206
-534
| -14% | -$45.3K | 0.04% | 140 |
|
|
2021
Q3 | $320K | Sell |
3,740
-290
| -7% | -$24.8K | 0.05% | 144 |
|
|
2021
Q2 | $346K | Sell |
4,030
-385
| -9% | -$33.1K | 0.06% | 138 |
|
|
2021
Q1 | $374K | Buy |
4,415
+894
| +25% | +$75.7K | 0.07% | 139 |
|
|
2020
Q4 | $311K | Sell |
3,521
-492
| -12% | -$43.5K | 0.07% | 139 |
|
|
2020
Q3 | $354K | Buy |
4,013
+1,119
| +39% | +$98.7K | 0.08% | 120 |
|
|
2020
Q2 | $256K | Buy |
2,894
+534
| +23% | +$47.2K | 0.05% | 150 |
|
|
2020
Q1 | $201K | Buy |
2,360
+49
| +2% | +$4.17K | 0.05% | 144 |
|
|
2019
Q4 | $194K | Sell |
2,311
-1,125
| -33% | -$94.4K | 0.04% | 170 |
|
|
2019
Q3 | $290K | Buy |
3,436
+335
| +11% | +$28.3K | 0.06% | 136 |
|
|
2019
Q2 | $258K | Buy |
+3,101
| New | +$258K | 0.06% | 149 |
|