Smith Capital Management’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
Q3 | $1.73M | Buy |
19,622
+280
| +1% | +$24.7K | 1.06% | 27 |
|
|
2020
Q2 | $1.71M | Buy |
19,342
+955
| +5% | +$84.4K | 1.13% | 26 |
|
|
2020
Q1 | $1.57M | Buy |
18,387
+4,595
| +33% | +$392K | 1.19% | 23 |
|
|
2019
Q4 | $1.16M | Buy |
13,792
+309
| +2% | +$25.9K | 0.74% | 33 |
|
|
2019
Q3 | $1.14M | Hold |
13,483
| – | – | 0.83% | 30 |
|
|
2019
Q2 | $1.12M | Hold |
13,483
| – | – | 0.82% | 28 |
|
|
2019
Q1 | $1.1M | Sell |
13,483
-190
| -1% | -$15.4K | 0.86% | 27 |
|
|
2018
Q4 | $1.08M | Buy |
+13,673
| New | +$1.08M | 0.89% | 29 |
|