Regis Acquisition’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
Q2 | $2.03M | Buy |
28,102
+4,054
| +17% | +$292K | 1.23% | 14 |
|
2024
Q1 | $1.75M | Sell |
24,048
-428
| -2% | -$31.1K | 1.06% | 14 |
|
2023
Q4 | $1.8M | Buy |
24,476
+5,861
| +31% | +$431K | 0.69% | 20 |
|
2023
Q3 | $1.3M | Buy |
18,615
+3,774
| +25% | +$263K | 0.55% | 21 |
|
2023
Q2 | $1.08M | Sell |
14,841
-248
| -2% | -$18K | 0.45% | 22 |
|
2023
Q1 | $1.11M | Buy |
+15,089
| New | +$1.11M | 0.53% | 21 |
|