LifePlan Financial Group’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
Q3 | $1.48M | Buy |
16,734
+121
| +0.7% | +$10.7K | 0.64% | 42 |
|
|
2020
Q2 | $1.47M | Sell |
16,613
-274
| -2% | -$24.2K | 0.67% | 42 |
|
|
2020
Q1 | $1.44M | Sell |
16,887
-1,310
| -7% | -$112K | 0.78% | 40 |
|
|
2019
Q4 | $1.53M | Buy |
18,197
+1,694
| +10% | +$142K | 0.68% | 42 |
|
|
2019
Q3 | $1.39M | Buy |
16,503
+816
| +5% | +$68.9K | 0.66% | 42 |
|
|
2019
Q2 | $1.3M | Sell |
15,687
-811
| -5% | -$67.4K | 0.63% | 41 |
|
|
2019
Q1 | $1.34M | Sell |
16,498
-1,706
| -9% | -$138K | 0.71% | 38 |
|
|
2018
Q4 | $1.44M | Sell |
18,204
-1,747
| -9% | -$138K | 0.9% | 33 |
|
|
2018
Q3 | $1.57M | Sell |
19,951
-811
| -4% | -$63.8K | 0.85% | 34 |
|
|
2018
Q2 | $1.64M | Sell |
20,762
-1,775
| -8% | -$141K | 0.92% | 32 |
|
|
2018
Q1 | $1.8M | Buy |
22,537
+1,396
| +7% | +$112K | 1.05% | 29 |
|
|
2017
Q4 | $1.73M | Hold |
21,141
| – | – | 1.1% | 29 |
|
|
2017
Q3 | $1.73M | Sell |
21,141
-3,092
| -13% | -$253K | 1.1% | 29 |
|
|
2017
Q2 | $1.98M | Sell |
24,233
-226
| -0.9% | -$18.5K | 1.36% | 26 |
|
|
2017
Q1 | $1.98M | Buy |
24,459
+1,470
| +6% | +$119K | 1.38% | 27 |
|
|
2016
Q4 | $1.86M | Sell |
22,989
-1,937
| -8% | -$156K | 1.31% | 26 |
|
|
2016
Q3 | $2.1M | Buy |
24,926
+2,310
| +10% | +$194K | 1.44% | 31 |
|
|
2016
Q2 | $1.91M | Buy |
22,616
+2,010
| +10% | +$169K | 1.31% | 30 |
|
|
2016
Q1 | $1.71M | Buy |
20,606
+1,452
| +8% | +$120K | 1.21% | 30 |
|
|
2015
Q4 | $1.55M | Buy |
19,154
+2,340
| +14% | +$189K | 1.1% | 28 |
|
|
2015
Q3 | $1.38M | Buy |
16,814
+4,836
| +40% | +$396K | 1% | 30 |
|
|
2015
Q2 | $973K | Buy |
11,978
+4,138
| +53% | +$336K | 0.65% | 42 |
|
|
2015
Q1 | $654K | Sell |
7,840
-2,641
| -25% | -$220K | 0.43% | 34 |
|
|
2014
Q4 | $863K | Buy |
10,481
+1,259
| +14% | +$104K | 0.57% | 32 |
|
|
2014
Q3 | $756K | Buy |
9,222
+3,277
| +55% | +$269K | 0.64% | 33 |
|
|
2014
Q2 | $489K | Buy |
5,945
+611
| +11% | +$50.3K | 0.35% | 40 |
|
|
2014
Q1 | $433K | Buy |
5,334
+15
| +0.3% | +$1.22K | 0.34% | 40 |
|
|
2013
Q4 | $426K | Buy |
5,319
+30
| +0.6% | +$2.4K | 0.29% | 42 |
|
|
2013
Q3 | $428K | Buy |
5,289
+5,076
| +2,383% | +$411K | 0.35% | 34 |
|
|
2013
Q2 | $17K | Buy |
+213
| New | +$17K | 0.02% | 100 |
|