Seven Post Investment Office’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
Q2 | – | Sell |
-4,236
| Closed | -$337K | – | 48 |
|
|
2022
Q1 | $337K | Buy |
4,236
+1,181
| +39% | +$94K | 0.1% | 37 |
|
|
2021
Q4 | $259K | Sell |
3,055
-30
| -1% | -$2.54K | 0.07% | 41 |
|
|
2021
Q3 | $264K | Hold |
3,085
| – | – | 0.08% | 41 |
|
|
2021
Q2 | $265K | Hold |
3,085
| – | – | 0.08% | 44 |
|
|
2021
Q1 | $261K | Hold |
3,085
| – | – | 0.09% | 37 |
|
|
2020
Q4 | $272K | Sell |
3,085
-1,953
| -39% | -$172K | 0.11% | 37 |
|
|
2020
Q3 | $444K | Buy |
5,038
+294
| +6% | +$25.9K | 0.18% | 26 |
|
|
2020
Q2 | $419K | Hold |
4,744
| – | – | 0.18% | 28 |
|
|
2020
Q1 | $405K | Buy |
+4,744
| New | +$405K | 0.21% | 27 |
|