Kerntke Otto McGlone Wealth Management Group’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
2021
Q1
Sell
-116,998
Closed -$10.3M 128
2020
Q4
$10.3M Sell
116,998
-14,264
-11% -$1.26M 6.1% 2
2020
Q3
$11.6M Buy
131,262
+119,112
+980% +$10.5M 8.5% 1
2020
Q2
$1.07M Buy
+12,150
New +$1.07M 0.98% 26