LBMC Investment Advisors’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
Q3 | – | Sell |
-3,153
| Closed | -$227K | – | 196 |
|
|
2024
Q2 | $227K | Buy |
+3,153
| New | +$227K | 0.02% | 177 |
|
|
2021
Q2 | – | Sell |
-6,457
| Closed | -$547K | – | 165 |
|
|
2021
Q1 | $547K | Buy |
6,457
+1
| +0% | +$85 | 0.06% | 71 |
|
|
2020
Q4 | $569K | Buy |
6,456
+3
| +0% | +$264 | 0.07% | 67 |
|
|
2020
Q3 | $569K | Buy |
+6,453
| New | +$569K | 0.08% | 60 |
|
|
2013
Q3 | – | Sell |
-3,237
| Closed | -$262K | – | 50 |
|
|
2013
Q2 | $262K | Buy |
+3,237
| New | +$262K | 0.09% | 39 |
|