KFS
Kaizen Financial Strategies’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,977
| Closed | -$224K | – | 120 |
|
|
2022
Q2 | $224K | Buy |
+2,977
| New | +$224K | 0.22% | 107 |
|
|
2022
Q1 | – | Sell |
-2,779
| Closed | -$235K | – | 135 |
|
|
2021
Q4 | $235K | Buy |
2,779
+158
| +6% | +$13.4K | 0.18% | 123 |
|
|
2021
Q3 | $224K | Buy |
+2,621
| New | +$224K | 0.18% | 129 |
|
|
2021
Q1 | $271K | Sell |
3,193
-94
| -3% | -$7.98K | 0.26% | 112 |
|
|
2020
Q4 | $290K | Buy |
+3,287
| New | +$290K | 0.32% | 92 |
|