Operose Advisors’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
Q3 | – | Sell |
-609
| Closed | -$43.9K | – | 617 |
|
|
2024
Q2 | $43.9K | Hold |
609
| – | – | 0.02% | 252 |
|
|
2024
Q1 | $44.2K | Buy |
609
+20
| +3% | +$1.45K | 0.01% | 262 |
|
|
2023
Q4 | $43.3K | Hold |
589
| – | – | 0.02% | 238 |
|
|
2023
Q3 | $41.1K | Hold |
589
| – | – | 0.02% | 344 |
|
|
2023
Q2 | $42.8K | Hold |
589
| – | – | 0.02% | 172 |
|
|
2023
Q1 | $43.5K | Hold |
589
| – | – | 0.02% | 167 |
|
|
2022
Q4 | $42.3K | Hold |
589
| – | – | 0.02% | 163 |
|
|
2022
Q3 | $42K | Hold |
589
| – | – | 0.03% | 158 |
|
|
2022
Q2 | $44K | Hold |
589
| – | – | 0.03% | 147 |
|
|
2022
Q1 | $47K | Hold |
589
| – | – | 0.03% | 153 |
|
|
2021
Q4 | $50K | Buy |
+589
| New | +$50K | 0.04% | 136 |
|