Kelly Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-780
| Closed | -$54.4K | – | 789 |
|
|
2023
Q3 | $54.4K | Buy |
+780
| New | +$54.4K | 0.03% | 172 |
|
|
2022
Q3 | – | Sell |
-102
| Closed | -$7.67K | – | 705 |
|
|
2022
Q2 | $7.67K | Buy |
102
+1
| +1% | +$75 | ﹤0.01% | 354 |
|
|
2022
Q1 | $8.06K | Hold |
101
| – | – | ﹤0.01% | 364 |
|
|
2021
Q4 | $8.56K | Sell |
101
-319
| -76% | -$27K | ﹤0.01% | 368 |
|
|
2021
Q3 | $35.9K | Sell |
420
-8,143
| -95% | -$696K | 0.02% | 198 |
|
|
2021
Q2 | $100K | Buy |
+8,563
| New | +$100K | ﹤0.01% | 374 |
|
|
2020
Q2 | – | Sell |
-505
| Closed | -$43.1K | – | 608 |
|
|
2020
Q1 | $43.1K | Buy |
+505
| New | +$43.1K | 0.05% | 85 |
|