Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $119K | Sell |
1,632
-250
| -13% | -$18.2K | 0.04% | 150 |
|
|
2023
Q4 | $138K | Buy |
1,882
+1,065
| +130% | +$78.3K | 0.06% | 134 |
|
|
2023
Q3 | $57K | Hold |
817
| – | – | 0.02% | 186 |
|
|
2023
Q2 | $59.4K | Hold |
817
| – | – | 0.02% | 179 |
|
|
2023
Q1 | $60K | Buy |
817
+26
| +3% | +$1.91K | 0.03% | 174 |
|
|
2022
Q4 | $57K | Buy |
791
+41
| +5% | +$2.95K | 0.03% | 169 |
|
|
2022
Q3 | $53K | Sell |
750
-1,250
| -63% | -$88.3K | 0.04% | 117 |
|
|
2022
Q2 | $151K | Sell |
2,000
-237
| -11% | -$17.9K | 0.06% | 122 |
|
|
2022
Q1 | $178K | Sell |
2,237
-263
| -11% | -$20.9K | 0.07% | 123 |
|
|
2021
Q4 | $212K | Buy |
2,500
+245
| +11% | +$20.8K | 0.09% | 115 |
|
|
2021
Q3 | $193K | Sell |
2,255
-29
| -1% | -$2.48K | 0.09% | 119 |
|
|
2021
Q2 | $196K | Buy |
2,284
+1,172
| +105% | +$101K | 0.09% | 119 |
|
|
2021
Q1 | $94K | Buy |
1,112
+488
| +78% | +$41.3K | 0.04% | 192 |
|
|
2020
Q4 | $55K | Hold |
624
| – | – | 0.03% | 250 |
|
|
2020
Q3 | $55K | Sell |
624
-1,000
| -62% | -$88.1K | 0.03% | 226 |
|
|
2020
Q2 | $143K | Buy |
+1,624
| New | +$143K | 0.09% | 136 |
|
|
2019
Q4 | $136K | Buy |
+1,624
| New | +$136K | 0.09% | 141 |
|