Smart Portfolios LLC’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-5,086
| Closed | -$382K | – | 97 |
|
2024
Q3 | $382K | Hold |
5,086
| – | – | 0.39% | 78 |
|
2024
Q2 | $366K | Hold |
5,086
| – | – | 0.37% | 76 |
|
2024
Q1 | $369K | Hold |
5,086
| – | – | 0.39% | 73 |
|
2023
Q4 | $368K | Hold |
5,086
| – | – | 0.43% | 59 |
|
2023
Q3 | $355K | Hold |
5,086
| – | – | 0.64% | 32 |
|
2023
Q2 | $370K | Sell |
5,086
-3,106
| -38% | -$226K | 0.65% | 32 |
|
2023
Q1 | $605K | Hold |
8,192
| – | – | 1.07% | 25 |
|
2022
Q4 | $589K | Buy |
+8,192
| New | +$589K | 1.18% | 26 |
|
2018
Q3 | – | Sell |
-2,000
| Closed | -$158K | – | 131 |
|
2018
Q2 | $158K | Buy |
+2,000
| New | +$158K | 0.1% | 51 |
|