Smith Salley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-17,518
| Closed | -$1.39M | – | 229 |
|
|
2022
Q1 | $1.39M | Sell |
17,518
-1,249
| -7% | -$99.3K | 0.11% | 120 |
|
|
2021
Q4 | $1.59M | Sell |
18,767
-1,057
| -5% | -$89.6K | 0.11% | 123 |
|
|
2021
Q3 | $1.69M | Buy |
19,824
+630
| +3% | +$53.8K | 0.13% | 113 |
|
|
2021
Q2 | $1.65M | Sell |
19,194
-365
| -2% | -$31.4K | 0.13% | 110 |
|
|
2021
Q1 | $1.66M | Buy |
19,559
+2,188
| +13% | +$185K | 0.15% | 97 |
|
|
2020
Q4 | $1.53M | Buy |
+17,371
| New | +$1.53M | 0.16% | 95 |
|