Jaffetilchin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,512
| Closed | -$310K | – | 276 |
|
|
2020
Q3 | $310K | Buy |
+3,512
| New | +$310K | 0.06% | 184 |
|
|
2020
Q2 | – | Sell |
-13,602
| Closed | -$1.16M | – | 208 |
|
|
2020
Q1 | $1.16M | Buy |
13,602
+10,849
| +394% | +$926K | 0.41% | 38 |
|
|
2019
Q4 | $231K | Sell |
2,753
-858
| -24% | -$72K | 0.05% | 207 |
|
|
2019
Q3 | $305K | Buy |
+3,611
| New | +$305K | 0.07% | 163 |
|