Lenox Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,225
| Closed | -$181K | – | 429 |
|
|
2019
Q1 | $181K | Buy |
+2,225
| New | +$181K | 0.03% | 74 |
|
|
2015
Q4 | – | Sell |
-435
| Closed | -$36K | – | 503 |
|
|
2015
Q3 | $36K | Buy |
435
+110
| +34% | +$9.1K | 0.01% | 103 |
|
|
2015
Q2 | $26K | Sell |
325
-110
| -25% | -$8.8K | 0.01% | 91 |
|
|
2015
Q1 | $36K | Buy |
435
+110
| +34% | +$9.1K | 0.01% | 90 |
|
|
2014
Q4 | $27K | Hold |
325
| – | – | 0.01% | 110 |
|
|
2014
Q3 | $27K | Buy |
+325
| New | +$27K | 0.01% | 115 |
|