Investors Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-14,777
| Closed | -$1.25M | – | 23 |
|
|
2021
Q4 | $1.25M | Buy |
14,777
+1,364
| +10% | +$116K | 0.58% | 48 |
|
|
2021
Q3 | $1.15M | Sell |
13,413
-936
| -7% | -$80K | 0.61% | 40 |
|
|
2021
Q2 | $1.23M | Buy |
14,349
+3,198
| +29% | +$275K | 0.66% | 33 |
|
|
2021
Q1 | $945K | Sell |
11,151
-1,503
| -12% | -$127K | 0.55% | 49 |
|
|
2020
Q4 | $1.12M | Buy |
12,654
+1,287
| +11% | +$114K | 0.74% | 33 |
|
|
2020
Q3 | $1M | Sell |
11,367
-88
| -0.8% | -$7.77K | 0.75% | 29 |
|
|
2020
Q2 | $1.01M | Sell |
11,455
-17
| -0.1% | -$1.5K | 0.83% | 31 |
|
|
2020
Q1 | $979K | Sell |
11,472
-2,888
| -20% | -$246K | 0.99% | 29 |
|
|
2019
Q4 | $1.2M | Buy |
+14,360
| New | +$1.2M | 0.98% | 27 |
|