Jackson Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-123,483
| Closed | -$10M | – | 69 |
|
|
2016
Q4 | $10M | Sell |
123,483
-79,670
| -39% | -$6.48M | 3.92% | 5 |
|
|
2016
Q3 | $17M | Buy |
203,153
+122,741
| +153% | +$10.3M | 6.43% | 4 |
|
|
2016
Q2 | $6.78M | Buy |
80,412
+51,000
| +173% | +$4.3M | 2.52% | 8 |
|
|
2016
Q1 | $2.44M | Buy |
29,412
+961
| +3% | +$79.7K | 0.94% | 27 |
|
|
2015
Q4 | $2.31M | Buy |
28,451
+1,549
| +6% | +$126K | 0.91% | 30 |
|
|
2015
Q3 | $2.2M | Buy |
26,902
+4,356
| +19% | +$357K | 0.79% | 32 |
|
|
2015
Q2 | $1.83M | Sell |
22,546
-2,026
| -8% | -$165K | 0.62% | 41 |
|
|
2015
Q1 | $2.05M | Buy |
24,572
+474
| +2% | +$39.5K | 0.66% | 41 |
|
|
2014
Q4 | $1.99M | Buy |
+24,098
| New | +$1.99M | 0.65% | 44 |
|