Sequoia Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,905
| Closed | -$665K | – | 21 |
|
|
2019
Q3 | $665K | Buy |
+7,905
| New | +$665K | 1.36% | 22 |
|
|
2019
Q2 | – | Sell |
-7,244
| Closed | -$588K | – | 57 |
|
|
2019
Q1 | $588K | Buy |
+7,244
| New | +$588K | 0.48% | 38 |
|
|
2018
Q4 | – | Sell |
-7,837
| Closed | -$617K | – | 61 |
|
|
2018
Q3 | $617K | Buy |
7,837
+1,849
| +31% | +$146K | 0.53% | 39 |
|
|
2018
Q2 | $540K | Buy |
5,988
+2,255
| +60% | +$203K | 0.57% | 37 |
|
|
2018
Q1 | $297K | Sell |
3,733
-544
| -13% | -$43.3K | 0.29% | 46 |
|
|
2017
Q4 | $344K | Buy |
+4,277
| New | +$344K | 0.31% | 41 |
|