NFG
Noven Financial Group’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,765
| Closed | -$227K | – | 34 |
|
|
2017
Q3 | $227K | Sell |
2,765
-794
| -22% | -$65.2K | 0.14% | 27 |
|
|
2017
Q2 | $291K | Sell |
3,559
-223
| -6% | -$18.2K | 0.19% | 27 |
|
|
2017
Q1 | $307K | Sell |
3,782
-250
| -6% | -$20.3K | 0.2% | 26 |
|
|
2016
Q4 | $326K | Sell |
4,032
-4,774
| -54% | -$386K | 0.22% | 25 |
|
|
2016
Q3 | $742K | Buy |
8,806
+4,494
| +104% | +$379K | 0.26% | 27 |
|
|
2016
Q2 | $364K | Buy |
4,312
+110
| +3% | +$9.29K | 0.25% | 25 |
|
|
2016
Q1 | $348K | Buy |
4,202
+856
| +26% | +$70.9K | 0.25% | 27 |
|
|
2015
Q4 | $270K | Buy |
3,346
+258
| +8% | +$20.8K | 0.21% | 35 |
|
|
2015
Q3 | $253K | Sell |
3,088
-99
| -3% | -$8.11K | 0.2% | 32 |
|
|
2015
Q2 | $259K | Buy |
3,187
+386
| +14% | +$31.4K | 0.19% | 33 |
|
|
2015
Q1 | $234K | Buy |
+2,801
| New | +$234K | 0.17% | 33 |
|