Leo H. Evart Inc’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
Q3 | $5.47M | Sell |
78,331
-395
| -0.5% | -$27.6K | 8.39% | 4 |
|
|
2023
Q2 | $5.72M | Buy |
78,726
+1,143
| +1% | +$83.1K | 7.94% | 4 |
|
|
2023
Q1 | $5.73M | Buy |
77,583
+741
| +1% | +$54.7K | 8.36% | 4 |
|
|
2022
Q4 | $5.52M | Sell |
76,842
-5,618
| -7% | -$404K | 8.35% | 4 |
|
|
2022
Q3 | $5.88M | Buy |
82,460
+908
| +1% | +$64.8K | 8.96% | 3 |
|
|
2022
Q2 | $6.14M | Buy |
81,552
+437
| +0.5% | +$32.9K | 7.46% | 5 |
|
|
2022
Q1 | $6.45M | Sell |
81,115
-3,210
| -4% | -$255K | 6.67% | 5 |
|
|
2021
Q4 | $7.15M | Buy |
+84,325
| New | +$7.15M | 6.96% | 5 |
|