Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $3.69M | Buy |
41,767
+3,282
| +9% | +$290K | 1.13% | 23 |
|
|
2020
Q1 | $3.28M | Buy |
38,485
+4,621
| +14% | +$394K | 1.13% | 19 |
|
|
2019
Q4 | $2.84M | Sell |
33,864
-273
| -0.8% | -$22.9K | 0.8% | 32 |
|
|
2019
Q3 | $2.88M | Buy |
34,137
+4,477
| +15% | +$378K | 0.84% | 29 |
|
|
2019
Q2 | $2.46M | Buy |
29,660
+5,118
| +21% | +$425K | 0.74% | 32 |
|
|
2019
Q1 | $1.99M | Buy |
24,542
+513
| +2% | +$41.6K | 0.62% | 38 |
|
|
2018
Q4 | $1.9M | Sell |
24,029
-8,565
| -26% | -$678K | 0.64% | 38 |
|
|
2018
Q3 | $2.57M | Sell |
32,594
-2,638
| -7% | -$208K | 0.76% | 36 |
|
|
2018
Q2 | $2.79M | Sell |
35,232
-3,539
| -9% | -$280K | 0.9% | 30 |
|
|
2018
Q1 | $3.1M | Sell |
38,771
-2,303
| -6% | -$184K | 1% | 25 |
|
|
2017
Q4 | $3.35M | Buy |
41,074
+3,411
| +9% | +$278K | 1.02% | 19 |
|
|
2017
Q3 | $3.09M | Sell |
37,663
-12,179
| -24% | -$998K | 1.06% | 16 |
|
|
2017
Q2 | $4.08M | Buy |
+49,842
| New | +$4.08M | 1.65% | 8 |
|