Oak Harvest Investment Services’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
Q2
Sell
-4,209
Closed -$335K 85
2022
Q1
$335K Sell
4,209
-355
-8% -$28.3K 0.08% 72
2021
Q4
$387K Buy
4,564
+401
+10% +$34K 0.1% 66
2021
Q3
$356K Buy
4,163
+19
+0.5% +$1.63K 0.1% 67
2021
Q2
$356K Buy
+4,144
New +$356K 0.12% 67