Kays Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,448
| Closed | -$207K | – | 90 |
|
|
2019
Q3 | $207K | Buy |
2,448
+17
| +0.7% | +$1.44K | 0.04% | 103 |
|
|
2019
Q2 | $202K | Buy |
+2,431
| New | +$202K | 0.04% | 106 |
|
|
2016
Q4 | – | Sell |
-2,424
| Closed | -$204K | – | 69 |
|
|
2016
Q3 | $204K | Hold |
2,424
| – | – | 0.09% | 58 |
|
|
2016
Q2 | $204K | Hold |
2,424
| – | – | 0.09% | 58 |
|
|
2016
Q1 | $201K | Buy |
+2,424
| New | +$201K | 0.1% | 60 |
|
|
2015
Q2 | – | Sell |
-2,424
| Closed | -$202K | – | 62 |
|
|
2015
Q1 | $202K | Buy |
+2,424
| New | +$202K | 0.12% | 62 |
|