SkyOak Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-2,280
| Closed | -$201K | – | 217 |
|
2020
Q3 | $201K | Sell |
2,280
-1,194
| -34% | -$105K | 0.07% | 188 |
|
2020
Q2 | $307K | Sell |
3,474
-1,355
| -28% | -$120K | 0.11% | 178 |
|
2020
Q1 | $412K | Sell |
4,829
-610
| -11% | -$52K | 0.21% | 112 |
|
2019
Q4 | $456K | Buy |
+5,439
| New | +$456K | 0.14% | 176 |
|