Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-243
| Closed | -$21K | – | 114 |
|
|
2021
Q2 | $21K | Buy |
+243
| New | +$21K | 0.01% | 205 |
|
|
2020
Q1 | – | Sell |
-137
| Closed | -$11K | – | 126 |
|
|
2019
Q4 | $11K | Hold |
137
| – | – | ﹤0.01% | 225 |
|
|
2019
Q3 | $12K | Hold |
137
| – | – | 0.01% | 225 |
|
|
2019
Q2 | $11K | Buy |
+137
| New | +$11K | 0.01% | 208 |
|
|
2019
Q1 | – | Sell |
-11,967
| Closed | -$882K | – | 60 |
|
|
2018
Q4 | $882K | Buy |
+11,967
| New | +$882K | 0.55% | 17 |
|