Ratio Wealth Group’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
-6,038
Closed -$516K 57
2021
Q3
$516K Sell
6,038
-2,496
-29% -$213K 0.17% 38
2021
Q2
$733K Sell
8,534
-5,653
-40% -$486K 0.26% 31
2021
Q1
$1.2M Sell
14,187
-43,903
-76% -$3.72M 0.5% 28
2020
Q4
$5.12M Buy
+58,090
New +$5.12M 2.75% 17