Measured Wealth Private Client 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-38,971
| Closed | -$3.29M | – | 112 |
|
|
2019
Q3 | $3.29M | Sell |
38,971
-69,635
| -64% | -$5.88M | 2.13% | 9 |
|
|
2019
Q2 | $9.02M | Sell |
108,606
-6,657
| -6% | -$553K | 5.21% | 4 |
|
|
2019
Q1 | $9.36M | Buy |
115,263
+2,455
| +2% | +$199K | 5.77% | 4 |
|
|
2018
Q4 | $8.94M | Buy |
112,808
+4,783
| +4% | +$379K | 8.1% | 3 |
|
|
2018
Q3 | $8.5M | Buy |
108,025
+4,921
| +5% | +$387K | 5.1% | 4 |
|
|
2018
Q2 | $8.16M | Buy |
+103,104
| New | +$8.16M | 6.65% | 3 |
|
|
2017
Q3 | $6.73M | Buy |
+82,051
| New | +$6.73M | 9.19% | 3 |
|