Spruce Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
2017
Q1
$191K Sell
2016
Q4
$209K Sell
2016
Q3
$5.04M Sell
2016
Q2
$5.9M Sell
2016
Q1
$7.21M Buy
2015
Q4
$613K Hold
2015
Q3
$622K Hold
2015
Q2
$616K Sell
2015
Q1
$999K Buy
2014
Q4
$694K Sell
2014
Q3
$696K Sell
2014
Q2
$1.04M Hold
2014
Q1
$1.03M Sell
2013
Q4
$2.28M Sell
2013
Q3
$16.6M Hold
2013
Q2
$16.6M Buy