Mid Atlantic Financial 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
Q3 | $388K | Buy |
4,539
+597
| +15% | +$51K | 0.03% | 553 |
|
|
2021
Q2 | $339K | Sell |
3,942
-111
| -3% | -$9.55K | 0.02% | 617 |
|
|
2021
Q1 | $343K | Sell |
4,053
-821
| -17% | -$69.5K | 0.03% | 568 |
|
|
2020
Q4 | $430K | Buy |
4,874
+367
| +8% | +$32.4K | 0.03% | 435 |
|
|
2020
Q3 | $395K | Sell |
4,507
-490
| -10% | -$42.9K | 0.03% | 426 |
|
|
2020
Q2 | $441K | Buy |
4,997
+1,033
| +26% | +$91.2K | 0.04% | 373 |
|
|
2020
Q1 | $338K | Sell |
3,964
-61
| -2% | -$5.2K | 0.04% | 406 |
|
|
2019
Q4 | $338K | Buy |
4,025
+6
| +0.1% | +$504 | 0.03% | 496 |
|
|
2019
Q3 | $339K | Sell |
4,019
-1,963
| -33% | -$166K | 0.04% | 476 |
|
|
2019
Q2 | $497K | Sell |
5,982
-306
| -5% | -$25.4K | 0.05% | 368 |
|
|
2019
Q1 | $510K | Sell |
6,288
-278
| -4% | -$22.5K | 0.06% | 358 |
|
|
2018
Q4 | $520K | Buy |
+6,566
| New | +$520K | 0.06% | 317 |
|