Plancorp LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,196
| Closed | -$440K | – | 247 |
|
|
2021
Q4 | $440K | Buy |
5,196
+1,455
| +39% | +$123K | 0.03% | 157 |
|
|
2021
Q3 | $320K | Buy |
3,741
+712
| +24% | +$60.9K | 0.02% | 177 |
|
|
2021
Q2 | $260K | Buy |
3,029
+155
| +5% | +$13.3K | 0.02% | 191 |
|
|
2021
Q1 | $243K | Buy |
+2,874
| New | +$243K | 0.05% | 185 |
|