Longer Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-31,445
| Closed | -$2.49M | – | 32 |
|
|
2018
Q4 | $2.49M | Sell |
31,445
-4,165
| -12% | -$330K | 2.9% | 9 |
|
|
2018
Q3 | $2.8M | Sell |
35,610
-580
| -2% | -$45.7K | 2.7% | 12 |
|
|
2018
Q2 | $2.87M | Sell |
36,190
-400
| -1% | -$31.7K | 2.78% | 9 |
|
|
2018
Q1 | $2.93M | Sell |
36,590
-8,105
| -18% | -$648K | 3.2% | 8 |
|
|
2017
Q4 | $3.65M | Buy |
44,695
+535
| +1% | +$43.6K | 3.05% | 7 |
|
|
2017
Q3 | $3.62M | Sell |
44,160
-19,930
| -31% | -$1.63M | 3.23% | 8 |
|
|
2017
Q2 | $5.24M | Buy |
64,090
+28,900
| +82% | +$2.36M | 4.59% | 7 |
|
|
2017
Q1 | $2.85M | Sell |
35,190
-14,955
| -30% | -$1.21M | 2.74% | 11 |
|
|
2016
Q4 | $4.05M | Buy |
+50,145
| New | +$4.05M | 3.7% | 7 |
|