Ranch Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-80
| Closed | -$7K | – | 207 |
|
|
2021
Q3 | $7K | Buy |
+80
| New | +$7K | ﹤0.01% | 506 |
|
|
2021
Q2 | – | Sell |
-105
| Closed | -$8K | – | 721 |
|
|
2021
Q1 | $8K | Hold |
105
| – | – | 0.01% | 662 |
|
|
2020
Q4 | $9K | Sell |
105
-903
| -90% | -$77.4K | 0.01% | 642 |
|
|
2020
Q3 | $88K | Hold |
1,008
| – | – | 0.07% | 214 |
|
|
2020
Q2 | $89K | Sell |
1,008
-2,085
| -67% | -$184K | 0.07% | 219 |
|
|
2020
Q1 | $264K | Sell |
3,093
-3,081
| -50% | -$263K | 0.26% | 101 |
|
|
2019
Q4 | $518K | Sell |
6,174
-561
| -8% | -$47.1K | 0.42% | 74 |
|
|
2019
Q3 | $569K | Buy |
+6,735
| New | +$569K | 0.61% | 49 |
|