Parker Financial’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 |
-3,425
| Closed | -$247K | – | 38 |
|
|
2024
Q2 | $247K | Sell |
3,425
-153
| -4% | -$11K | 0.13% | 38 |
|
|
2024
Q1 | $260K | Buy |
3,578
+319
| +10% | +$23.2K | 0.15% | 39 |
|
|
2023
Q4 | $240K | Hold |
3,259
| – | – | 0.15% | 44 |
|
|
2023
Q3 | $227K | Buy |
3,259
+6
| +0.2% | +$419 | 0.16% | 41 |
|
|
2023
Q2 | $236K | Sell |
3,253
-1,032
| -24% | -$75K | 0.17% | 38 |
|
|
2023
Q1 | $316K | Buy |
4,285
+965
| +29% | +$71.2K | 0.25% | 29 |
|
|
2022
Q4 | $239K | Buy |
+3,320
| New | +$239K | 0.2% | 33 |
|