Keystone Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.57M | Sell |
19,767
-64,406
| -77% | -$5.12M | 0.73% | 13 |
|
|
2021
Q4 | $7.13M | Buy |
84,173
+59,481
| +241% | +$5.04M | 3.15% | 12 |
|
|
2021
Q3 | $2.11M | Sell |
24,692
-16,655
| -40% | -$1.42M | 1.16% | 13 |
|
|
2021
Q2 | $3.55M | Buy |
41,347
+24,679
| +148% | +$2.12M | 2.12% | 10 |
|
|
2021
Q1 | $1.41M | Sell |
16,668
-2,476
| -13% | -$210K | 0.95% | 12 |
|
|
2020
Q4 | $1.69M | Buy |
+19,144
| New | +$1.69M | 1.34% | 12 |
|