InterOcean Capital Group’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $26.4M | Buy |
364,065
+14,335
| +4% | +$1.04M | 0.63% | 45 |
|
2023
Q4 | $25.7M | Sell |
349,730
-7,318
| -2% | -$538K | 0.69% | 42 |
|
2023
Q3 | $24.9M | Buy |
357,048
+343,493
| +2,534% | +$24M | 0.76% | 38 |
|
2023
Q2 | $985K | Buy |
13,555
+215
| +2% | +$15.6K | 0.03% | 183 |
|
2023
Q1 | $985K | Buy |
13,340
+6,303
| +90% | +$465K | 0.03% | 185 |
|
2022
Q4 | $506K | Sell |
7,037
-5,445
| -44% | -$391K | 0.02% | 260 |
|
2022
Q3 | $890K | Buy |
+12,482
| New | +$890K | 0.04% | 168 |
|