Pinion Investment 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
2018
Q4
Sell
-3,643
Closed -$287K 112
2018
Q3
$287K Sell
3,643
-397
-10% -$31.3K 0.55% 94
2018
Q2
$320K Sell
4,040
-98
-2% -$7.76K 0.62% 77
2018
Q1
$331K Buy
+4,138
New +$331K 0.71% 68