Intrua Financial’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
Q4 | – | Sell |
-7,898
| Closed | -$593K | – | 360 |
|
|
2024
Q3 | $593K | Buy |
7,898
+155
| +2% | +$11.6K | 0.09% | 193 |
|
|
2024
Q2 | $558K | Buy |
7,743
+243
| +3% | +$17.5K | 0.08% | 209 |
|
|
2024
Q1 | $545K | Sell |
7,500
-148
| -2% | -$10.7K | 0.08% | 228 |
|
|
2023
Q4 | $563K | Buy |
+7,648
| New | +$563K | 0.08% | 205 |
|
|
2022
Q3 | – | Sell |
-2,916
| Closed | -$219K | – | 301 |
|
|
2022
Q2 | $219K | Buy |
+2,916
| New | +$219K | 0.05% | 336 |
|
|
2021
Q4 | – | Sell |
-2,696
| Closed | -$230K | – | 377 |
|
|
2021
Q3 | $230K | Buy |
+2,696
| New | +$230K | 0.04% | 333 |
|
|
2020
Q3 | – | Sell |
-11,113
| Closed | -$983K | – | 201 |
|
|
2020
Q2 | $983K | Buy |
+11,113
| New | +$983K | 0.38% | 61 |
|