Secure Asset Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,774
| Closed | -$235K | – | 189 |
|
|
2021
Q1 | $235K | Sell |
2,774
-286
| -9% | -$24.2K | 0.13% | 153 |
|
|
2020
Q4 | $270K | Buy |
+3,060
| New | +$270K | 0.16% | 119 |
|
|
2020
Q3 | – | Sell |
-4,465
| Closed | -$394K | – | 147 |
|
|
2020
Q2 | $394K | Sell |
4,465
-192
| -4% | -$16.9K | 0.28% | 90 |
|
|
2020
Q1 | $397K | Buy |
4,657
+1,090
| +31% | +$92.9K | 0.43% | 58 |
|
|
2019
Q4 | $299K | Buy |
+3,567
| New | +$299K | 0.21% | 112 |
|