Lloyd Advisory Services’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 |
-20,539
| Closed | -$1.51M | – | 134 |
|
|
2023
Q4 | $1.51M | Buy |
+20,539
| New | +$1.51M | 0.72% | 31 |
|
|
2022
Q4 | $1.33M | Buy |
18,542
+3,100
| +20% | +$223K | 0.93% | 20 |
|
|
2022
Q3 | $1.1M | Sell |
15,442
-1,994
| -11% | -$142K | 0.8% | 22 |
|
|
2022
Q2 | $1.31M | Buy |
17,436
+367
| +2% | +$27.6K | 1.02% | 19 |
|
|
2022
Q1 | $1.36M | Buy |
17,069
+346
| +2% | +$27.5K | 0.63% | 26 |
|
|
2021
Q4 | $1.42M | Buy |
16,723
+114
| +0.7% | +$9.66K | 0.65% | 29 |
|
|
2021
Q3 | $1.42M | Sell |
16,609
-46,637
| -74% | -$3.98M | 0.73% | 24 |
|
|
2021
Q2 | $5.43M | Sell |
63,246
-13,093
| -17% | -$1.12M | 2.74% | 7 |
|
|
2021
Q1 | $6.47M | Buy |
+76,339
| New | +$6.47M | 3.52% | 8 |
|