OLIO Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,680
| Closed | -$1.38M | – | 60 |
|
|
2024
Q3 | $1.38M | Buy |
18,680
+13
| +0.1% | +$958 | 0.58% | 23 |
|
|
2024
Q2 | $1.38M | Sell |
18,667
-13
| -0.1% | -$958 | 0.58% | 23 |
|
|
2024
Q1 | $1.38M | Hold |
18,680
| – | – | 0.58% | 23 |
|
|
2023
Q4 | $1.38M | Buy |
18,680
+99
| +0.5% | +$7.3K | 0.58% | 23 |
|
|
2023
Q3 | $1.3M | Buy |
18,581
+13
| +0.1% | +$907 | 0.61% | 24 |
|
|
2023
Q2 | $1.35M | Buy |
18,568
+550
| +3% | +$40K | 0.64% | 22 |
|
|
2023
Q1 | $1.33M | Buy |
18,018
+1,254
| +7% | +$92.6K | 0.69% | 23 |
|
|
2022
Q4 | $1.2M | Buy |
16,764
+131
| +0.8% | +$9.41K | 0.65% | 22 |
|
|
2022
Q3 | $1.19M | Sell |
16,633
-4,425
| -21% | -$316K | 0.7% | 22 |
|
|
2022
Q2 | $1.59M | Sell |
21,058
-1,691
| -7% | -$127K | 0.89% | 19 |
|
|
2022
Q1 | $1.81M | Buy |
22,749
+6,174
| +37% | +$491K | 1.03% | 14 |
|
|
2021
Q4 | $1.41M | Buy |
+16,575
| New | +$1.41M | 0.83% | 16 |
|