Kings Point Capital Management’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
Q4 | – | Sell |
-267
| Closed | -$23K | – | 627 |
|
|
2021
Q3 | $23K | Buy |
+267
| New | +$23K | ﹤0.01% | 461 |
|
|
2018
Q1 | – | Sell |
-3,450
| Closed | -$281K | – | 366 |
|
|
2017
Q4 | $281K | Sell |
3,450
-2,650
| -43% | -$216K | 0.06% | 129 |
|
|
2017
Q3 | $500K | Buy |
+6,100
| New | +$500K | 0.11% | 101 |
|
|
2017
Q2 | – | Sell |
-1,200
| Closed | -$97K | – | 333 |
|
|
2017
Q1 | $97K | Buy |
+1,200
| New | +$97K | 0.02% | 177 |
|
|
2015
Q4 | – | Sell |
-334
| Closed | -$27K | – | 356 |
|
|
2015
Q3 | $27K | Hold |
334
| – | – | 0.01% | 276 |
|
|
2015
Q2 | $27K | Hold |
334
| – | – | 0.01% | 271 |
|
|
2015
Q1 | $28K | Buy |
+334
| New | +$28K | 0.01% | 267 |
|
|
2014
Q3 | – | Sell |
-297
| Closed | -$24K | – | 316 |
|
|
2014
Q2 | $24K | Buy |
+297
| New | +$24K | 0.01% | 234 |
|