SBA
Secrest Blakey & Associates’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-19,469
| Closed | -$1.64M | – | 66 |
|
|
2019
Q3 | $1.64M | Sell |
19,469
-150
| -0.8% | -$12.7K | 1.36% | 20 |
|
|
2019
Q2 | $1.63M | Buy |
19,619
+28
| +0.1% | +$2.33K | 1.42% | 18 |
|
|
2019
Q1 | $1.59M | Sell |
19,591
-3,736
| -16% | -$303K | 1.54% | 16 |
|
|
2018
Q4 | $1.85M | Sell |
23,327
-1,293
| -5% | -$102K | 1.55% | 16 |
|
|
2018
Q3 | $1.94M | Sell |
24,620
-83
| -0.3% | -$6.53K | 1.49% | 15 |
|
|
2018
Q2 | $1.96M | Sell |
24,703
-904
| -4% | -$71.6K | 1.54% | 15 |
|
|
2018
Q1 | $2.05M | Sell |
25,607
-1,910
| -7% | -$153K | 1.75% | 13 |
|
|
2017
Q4 | $2.25M | Buy |
+27,517
| New | +$2.25M | 1.82% | 13 |
|