Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,952
| Closed | -$282K | – | 153 |
|
|
2022
Q3 | $282K | Sell |
3,952
-472
| -11% | -$33.7K | 0.08% | 206 |
|
|
2022
Q2 | $333K | Buy |
4,424
+27
| +0.6% | +$2.03K | 0.16% | 111 |
|
|
2022
Q1 | $350K | Sell |
4,397
-19
| -0.4% | -$1.51K | 0.15% | 115 |
|
|
2021
Q4 | $374K | Buy |
4,416
+34
| +0.8% | +$2.88K | 0.15% | 113 |
|
|
2021
Q3 | $374K | Sell |
4,382
-155
| -3% | -$13.2K | 0.17% | 107 |
|
|
2021
Q2 | $390K | Buy |
4,537
+24
| +0.5% | +$2.06K | 0.18% | 103 |
|
|
2021
Q1 | $382K | Buy |
4,513
+374
| +9% | +$31.7K | 0.19% | 94 |
|
|
2020
Q4 | $365K | Buy |
4,139
+35
| +0.9% | +$3.09K | 0.19% | 88 |
|
|
2020
Q3 | $362K | Buy |
4,104
+276
| +7% | +$24.3K | 0.22% | 85 |
|
|
2020
Q2 | $338K | Buy |
3,828
+123
| +3% | +$10.9K | 0.2% | 87 |
|
|
2020
Q1 | $316K | Buy |
3,705
+352
| +10% | +$30K | 0.23% | 87 |
|
|
2019
Q4 | $281K | Buy |
3,353
+29
| +0.9% | +$2.43K | 0.19% | 117 |
|
|
2019
Q3 | $281K | Buy |
+3,324
| New | +$281K | 0.21% | 107 |
|