KFA Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,279
| Closed | -$456K | – | 81 |
|
|
2024
Q1 | $456K | Buy |
6,279
+1,563
| +33% | +$114K | 0.14% | 63 |
|
|
2023
Q4 | $347K | Buy |
4,716
+89
| +2% | +$6.55K | 0.12% | 65 |
|
|
2023
Q3 | $323K | Buy |
4,627
+1,355
| +41% | +$94.6K | 0.13% | 60 |
|
|
2023
Q2 | $238K | Buy |
3,272
+24
| +0.7% | +$1.75K | 0.1% | 71 |
|
|
2023
Q1 | $240K | Buy |
3,248
+19
| +0.6% | +$1.4K | 0.11% | 72 |
|
|
2022
Q4 | $232K | Buy |
+3,229
| New | +$232K | 0.12% | 62 |
|
|
2021
Q4 | – | Sell |
-3,327
| Closed | -$284K | – | 71 |
|
|
2021
Q3 | $284K | Buy |
3,327
+13
| +0.4% | +$1.11K | 0.16% | 58 |
|
|
2021
Q2 | $285K | Sell |
3,314
-338
| -9% | -$29.1K | 0.16% | 60 |
|
|
2021
Q1 | $309K | Sell |
3,652
-193
| -5% | -$16.3K | 0.18% | 57 |
|
|
2020
Q4 | $339K | Sell |
3,845
-1,288
| -25% | -$114K | 0.22% | 48 |
|
|
2020
Q3 | $453K | Buy |
5,133
+423
| +9% | +$37.3K | 0.34% | 36 |
|
|
2020
Q2 | $416K | Sell |
4,710
-372
| -7% | -$32.9K | 0.4% | 31 |
|
|
2020
Q1 | $434K | Sell |
5,082
-4,973
| -49% | -$425K | 0.51% | 26 |
|
|
2019
Q4 | $843K | Buy |
+10,055
| New | +$843K | 0.77% | 16 |
|