SHJ
Sharkey, Howes & Javer’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-61,580
| Closed | -$4.39M | – | 98 |
|
|
2022
Q3 | $4.39M | Buy |
+61,580
| New | +$4.39M | 0.96% | 25 |
|
|
2021
Q2 | – | Sell |
-2,804
| Closed | -$238K | – | 78 |
|
|
2021
Q1 | $238K | Sell |
2,804
-9,251
| -77% | -$785K | 0.07% | 70 |
|
|
2020
Q4 | $1.06M | Sell |
12,055
-210
| -2% | -$18.5K | 0.35% | 34 |
|
|
2020
Q3 | $1.08M | Buy |
12,265
+25
| +0.2% | +$2.21K | 0.41% | 34 |
|
|
2020
Q2 | $1.08M | Sell |
12,240
-1,396
| -10% | -$123K | 0.48% | 32 |
|
|
2020
Q1 | $1.16M | Buy |
+13,636
| New | +$1.16M | 0.61% | 31 |
|