Sanford Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $1.37M | Buy |
19,120
+6,994
| +58% | +$503K | 0.33% | 46 |
|
2022
Q3 | $866K | Buy |
12,126
+6,669
| +122% | +$476K | 0.25% | 48 |
|
2022
Q2 | $410K | Hold |
5,457
| – | – | 0.12% | 75 |
|
2022
Q1 | $434K | Buy |
5,457
+504
| +10% | +$40.1K | 0.12% | 69 |
|
2021
Q4 | $420K | Sell |
4,953
-3,795
| -43% | -$322K | 0.09% | 72 |
|
2021
Q3 | $748K | Hold |
8,748
| – | – | 0.19% | 47 |
|
2021
Q2 | $751K | Sell |
8,748
-44
| -0.5% | -$3.78K | 0.19% | 46 |
|
2021
Q1 | $745K | Sell |
8,792
-1,181
| -12% | -$100K | 0.21% | 44 |
|
2020
Q4 | $879K | Buy |
+9,973
| New | +$879K | 0.28% | 37 |
|