Laidlaw Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-17,923
| Closed | -$1.25M | – | 237 |
|
|
2023
Q3 | $1.25M | Sell |
17,923
-5,665
| -24% | -$395K | 0.41% | 73 |
|
|
2023
Q2 | $1.71M | Sell |
23,588
-3,947
| -14% | -$287K | 0.34% | 78 |
|
|
2023
Q1 | $2.03M | Sell |
27,535
-5,007
| -15% | -$370K | 0.42% | 62 |
|
|
2022
Q4 | $2.34M | Sell |
32,542
-1,528
| -4% | -$110K | 0.5% | 52 |
|
|
2022
Q3 | $2.43M | Sell |
34,070
-1,551
| -4% | -$111K | 0.57% | 45 |
|
|
2022
Q2 | $2.68M | Sell |
35,621
-9,125
| -20% | -$687K | 0.55% | 50 |
|
|
2022
Q1 | $3.56M | Sell |
44,746
-1,603
| -3% | -$127K | 0.59% | 38 |
|
|
2021
Q4 | $3.93M | Buy |
+46,349
| New | +$3.93M | 0.63% | 38 |
|
|
2021
Q1 | – | Sell |
-30,872
| Closed | -$2.72M | – | 233 |
|
|
2020
Q4 | $2.72M | Buy |
30,872
+27,852
| +922% | +$2.46M | 0.57% | 45 |
|
|
2020
Q3 | $266K | Buy |
+3,020
| New | +$266K | 0.12% | 167 |
|