Sheaff Brock Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,647
| Closed | -$322K | – | 495 |
|
|
2020
Q4 | $322K | Sell |
3,647
-79
| -2% | -$6.98K | 0.03% | 308 |
|
|
2020
Q3 | $329K | Buy |
3,726
+803
| +27% | +$70.9K | 0.03% | 283 |
|
|
2020
Q2 | $258K | Buy |
+2,923
| New | +$258K | 0.03% | 332 |
|
|
2019
Q3 | – | Sell |
-2,484
| Closed | -$206K | – | 463 |
|
|
2019
Q2 | $206K | Hold |
2,484
| – | – | 0.02% | 407 |
|
|
2019
Q1 | $202K | Buy |
+2,484
| New | +$202K | 0.02% | 426 |
|
|
2018
Q1 | – | Sell |
-5,659
| Closed | -$462K | – | 533 |
|
|
2017
Q4 | $462K | Buy |
5,659
+571
| +11% | +$46.6K | 0.06% | 267 |
|
|
2017
Q3 | $417K | Buy |
+5,088
| New | +$417K | 0.05% | 289 |
|