JPLA
Joseph P. Lucia & Associates’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-80
| Closed | -$7K | – | 172 |
|
|
2021
Q3 | $7K | Hold |
80
| – | – | ﹤0.01% | 400 |
|
|
2021
Q2 | $7K | Hold |
80
| – | – | ﹤0.01% | 409 |
|
|
2021
Q1 | $7K | Hold |
80
| – | – | ﹤0.01% | 389 |
|
|
2020
Q4 | $7K | Buy |
+80
| New | +$7K | ﹤0.01% | 354 |
|
|
2020
Q3 | – | Sell |
-80
| Closed | -$7K | – | 123 |
|
|
2020
Q2 | $7K | Hold |
80
| – | – | 0.01% | 340 |
|
|
2020
Q1 | $7K | Hold |
80
| – | – | 0.01% | 312 |
|
|
2019
Q4 | $7K | Hold |
80
| – | – | 0.01% | 334 |
|
|
2019
Q3 | $7K | Hold |
80
| – | – | 0.01% | 341 |
|
|
2019
Q2 | $7K | Sell |
80
-6,372
| -99% | -$558K | 0.01% | 334 |
|
|
2019
Q1 | $80 | Buy |
+6,452
| New | +$80 | 0.01% | 274 |
|