PWAG
Polaris Wealth Advisory Group’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,624
| Closed | -$128K | – | 178 |
|
|
2018
Q3 | $128K | Buy |
1,624
+547
| +51% | +$43.1K | 0.01% | 178 |
|
|
2018
Q2 | $86K | Hold |
1,077
| – | – | 0.01% | 113 |
|
|
2018
Q1 | $86K | Buy |
+1,077
| New | +$86K | 0.01% | 177 |
|
|
2014
Q2 | – | Sell |
-1,599
| Closed | -$130K | – | 81 |
|
|
2014
Q1 | $130K | Sell |
1,599
-96
| -6% | -$7.81K | 0.03% | 80 |
|
|
2013
Q4 | $136K | Hold |
1,695
| – | – | 0.03% | 83 |
|
|
2013
Q3 | $137K | Buy |
1,695
+540
| +47% | +$43.7K | 0.04% | 62 |
|
|
2013
Q2 | $93.4K | Buy |
+1,155
| New | +$93.4K | 0.04% | 68 |
|