Sage 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 |
-2,393
| Closed | -$204K | – | 107 |
|
|
2021
Q3 | $204K | Buy |
+2,393
| New | +$204K | 0.09% | 103 |
|
|
2021
Q1 | – | Sell |
-2,699
| Closed | -$235K | – | 103 |
|
|
2020
Q4 | $235K | Buy |
2,699
+170
| +7% | +$14.8K | 0.12% | 96 |
|
|
2020
Q3 | $223K | Buy |
2,529
+2
| +0.1% | +$176 | 0.14% | 88 |
|
|
2020
Q2 | $223K | Buy |
2,527
+116
| +5% | +$10.2K | 0.14% | 86 |
|
|
2020
Q1 | $206K | Buy |
+2,411
| New | +$206K | 0.17% | 79 |
|