PRW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-140,660
| Closed | -$10.2M | – | 110 |
|
|
2023
Q2 | $10.2M | Buy |
140,660
+21,800
| +18% | +$1.58M | 3.51% | 7 |
|
|
2023
Q1 | $8.81M | Buy |
118,860
+114,150
| +2,424% | +$8.46M | 3.44% | 9 |
|
|
2022
Q4 | $338K | Buy |
+4,710
| New | +$338K | 0.15% | 42 |
|
|
2022
Q3 | – | Sell |
-24,300
| Closed | -$1.83M | – | 97 |
|
|
2022
Q2 | $1.83M | Buy |
+24,300
| New | +$1.83M | 1.07% | 19 |
|