RS Crum Inc’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
Q4 | – | Sell |
-8,347
| Closed | -$582K | – | 82 |
|
|
2023
Q3 | $582K | Buy |
8,347
+1,870
| +29% | +$130K | 0.21% | 42 |
|
|
2023
Q2 | $471K | Hold |
6,477
| – | – | 0.17% | 46 |
|
|
2023
Q1 | $478K | Sell |
6,477
-54,415
| -89% | -$4.02M | 0.18% | 46 |
|
|
2022
Q4 | $4.37M | Buy |
60,892
+56,929
| +1,437% | +$4.09M | 2.05% | 15 |
|
|
2022
Q3 | $283K | Sell |
3,963
-17,465
| -82% | -$1.25M | 0.15% | 57 |
|
|
2022
Q2 | $1.61M | Buy |
+21,428
| New | +$1.61M | 0.83% | 21 |
|