OptiFour Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $315K | Hold |
3,752
| – | – | 0.22% | 53 |
|
|
2019
Q3 | $317K | Hold |
3,752
| – | – | 0.23% | 50 |
|
|
2019
Q2 | $312K | Sell |
3,752
-164
| -4% | -$13.6K | 0.22% | 55 |
|
|
2019
Q1 | $318K | Hold |
3,916
| – | – | 0.26% | 36 |
|
|
2018
Q4 | $310K | Hold |
3,916
| – | – | 0.28% | 35 |
|
|
2018
Q3 | $308K | Sell |
3,916
-959
| -20% | -$75.4K | 0.25% | 43 |
|
|
2018
Q2 | $386K | Buy |
4,875
+32
| +0.7% | +$2.53K | 0.33% | 39 |
|
|
2018
Q1 | $387K | Buy |
4,843
+187
| +4% | +$14.9K | 0.32% | 39 |
|
|
2017
Q4 | $380K | Buy |
+4,656
| New | +$380K | 0.32% | 41 |
|