Smith Shellnut Wilson’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
Q3 | – | Sell |
-391
| Closed | -$34K | – | 160 |
|
2021
Q2 | $34K | Hold |
391
| – | – | 0.02% | 141 |
|
2021
Q1 | $33K | Hold |
391
| – | – | 0.02% | 139 |
|
2020
Q4 | $34K | Buy |
391
+357
| +1,050% | +$31K | 0.02% | 139 |
|
2020
Q3 | $391 | Sell |
34
-357
| -91% | -$4.11K | 0.15% | 75 |
|
2020
Q2 | $35K | Hold |
391
| – | – | 0.03% | 121 |
|
2020
Q1 | $33K | Buy |
+391
| New | +$33K | 0.03% | 115 |
|