Planned Solutions’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 |
-298
| Closed | -$22.4K | – | 175 |
|
|
2024
Q3 | $22.4K | Buy |
+298
| New | +$22.4K | 0.01% | 375 |
|
|
2024
Q1 | – | Sell |
-298
| Closed | -$21.9K | – | 148 |
|
|
2023
Q4 | $21.9K | Buy |
+298
| New | +$21.9K | 0.01% | 363 |
|
|
2021
Q1 | – | Sell |
-2,367
| Closed | -$209K | – | 102 |
|
|
2020
Q4 | $209K | Sell |
2,367
-1,176
| -33% | -$104K | 0.17% | 51 |
|
|
2020
Q3 | $313K | Buy |
+3,543
| New | +$313K | 0.31% | 34 |
|