KMS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $12.8M | Buy |
156,000
+16,681
| +12% | +$1.37M | 1.79% | 7 |
|
|
2014
Q2 | $11.5M | Sell |
139,319
-2,896
| -2% | -$238K | 1.64% | 7 |
|
|
2014
Q1 | $11.5M | Sell |
142,215
-9,369
| -6% | -$761K | 1.83% | 7 |
|
|
2013
Q4 | $12.1M | Sell |
151,584
-23,406
| -13% | -$1.87M | 2.05% | 5 |
|
|
2013
Q3 | $14.2M | Sell |
174,990
-31,144
| -15% | -$2.52M | 3.45% | 2 |
|
|
2013
Q2 | $16.7M | Buy |
+206,134
| New | +$16.7M | 4.66% | 2 |
|