PFG Private 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,075
| Closed | -$80.7K | – | 241 |
|
2024
Q3 | $80.7K | Buy |
+1,075
| New | +$80.7K | 0.05% | 85 |
|
2023
Q2 | – | Sell |
-757
| Closed | -$55.9K | – | 285 |
|
2023
Q1 | $55.9K | Buy |
+757
| New | +$55.9K | 0.04% | 145 |
|
2021
Q4 | – | Sell |
-8
| Closed | -$1K | – | 314 |
|
2021
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 288 |
|