Madison Wealth Management’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
Q1 | – | Sell |
-2,920
| Closed | -$210K | – | 154 |
|
|
2022
Q4 | $210K | Sell |
2,920
-5,710
| -66% | -$410K | 0.05% | 152 |
|
|
2022
Q3 | $616K | Hold |
8,630
| – | – | 0.15% | 102 |
|
|
2022
Q2 | $649K | Sell |
8,630
-25
| -0.3% | -$1.88K | 0.16% | 102 |
|
|
2022
Q1 | $688K | Hold |
8,655
| – | – | 0.14% | 102 |
|
|
2021
Q4 | $734K | Hold |
8,655
| – | – | 0.15% | 97 |
|
|
2021
Q3 | $740K | Hold |
8,655
| – | – | 0.16% | 97 |
|
|
2021
Q2 | $743K | Hold |
8,655
| – | – | 0.16% | 97 |
|
|
2021
Q1 | $733K | Hold |
8,655
| – | – | 0.18% | 92 |
|
|
2020
Q4 | $763K | Hold |
8,655
| – | – | 0.2% | 85 |
|
|
2020
Q3 | $764K | Sell |
8,655
-300
| -3% | -$26.5K | 0.23% | 75 |
|
|
2020
Q2 | $791K | Buy |
+8,955
| New | +$791K | 0.26% | 72 |
|