New Capital Management’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $177K | Sell |
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|
2020
Q4 | $230K | Buy |
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|
2020
Q3 | $229K | Sell |
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|
2020
Q2 | $240K | Sell |
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|
2020
Q1 | $265K | Sell |
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|
2019
Q4 | $260K | Buy |
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|
2019
Q3 | $261K | Buy |
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|
2019
Q2 | $255K | Sell |
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|
2019
Q1 | $266K | Sell |
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|
2018
Q4 | $1.08M | Buy |
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|
2018
Q3 | $1.07M | Sell |
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|
2018
Q2 | $1.11M | Buy |
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|
2018
Q1 | $321K | Sell |
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|
2017
Q4 | $1.14M | Buy |
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|
2017
Q3 | $325K | Buy |
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|
2017
Q2 | $318K | Hold |
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|
2017
Q1 | $318K | Sell |
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|
2016
Q4 | $1.12M | Buy |
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