Mascoma 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-34
| Closed | -$3K | – | 529 |
|
2021
Q3 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 404 |
|
2021
Q2 | – | Sell |
-34
| Closed | -$3K | – | 144 |
|
2021
Q1 | $3K | Sell |
34
-5,318
| -99% | -$469K | ﹤0.01% | 401 |
|
2020
Q4 | $472K | Buy |
+5,352
| New | +$472K | 0.24% | 56 |
|
2019
Q3 | – | Sell |
-34
| Closed | -$3K | – | 112 |
|
2019
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 318 |
|
2019
Q1 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 325 |
|
2017
Q2 | – | Sell |
-415
| Closed | -$34K | – | 414 |
|
2017
Q1 | $34K | Hold |
415
| – | – | 0.02% | 171 |
|
2016
Q4 | $34K | Buy |
+415
| New | +$34K | 0.03% | 172 |
|