Level Financial 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
Q1 | – | Sell |
-7
| Closed | -$515 | – | 100 |
|
|
2023
Q4 | $515 | Hold |
7
| – | – | ﹤0.01% | 260 |
|
|
2023
Q3 | $488 | Hold |
7
| – | – | ﹤0.01% | 270 |
|
|
2023
Q2 | $509 | Hold |
7
| – | – | ﹤0.01% | 270 |
|
|
2023
Q1 | $517 | Hold |
7
| – | – | ﹤0.01% | 232 |
|
|
2022
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 240 |
|
|
2022
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 253 |
|
|
2022
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 264 |
|
|
2022
Q1 | $1K | Sell |
7
-161
| -96% | -$23K | ﹤0.01% | 219 |
|
|
2021
Q4 | $14K | Buy |
+168
| New | +$14K | 0.01% | 154 |
|