Montis Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,441
| Closed | -$245K | – | 62 |
|
|
2022
Q3 | $245K | Hold |
3,441
| – | – | 0.24% | 45 |
|
|
2022
Q2 | $259K | Hold |
3,441
| – | – | 0.24% | 49 |
|
|
2022
Q1 | $274K | Hold |
3,441
| – | – | 0.21% | 52 |
|
|
2021
Q4 | $292K | Hold |
3,441
| – | – | 0.21% | 53 |
|
|
2021
Q3 | $294K | Hold |
3,441
| – | – | 0.25% | 41 |
|
|
2021
Q2 | $296K | Sell |
3,441
-879
| -20% | -$75.6K | 0.25% | 49 |
|
|
2021
Q1 | $366K | Buy |
+4,320
| New | +$366K | 0.34% | 41 |
|