Squar Milner Financial Services’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
Q2 | – | Sell |
-980
| Closed | -$83K | – | 269 |
|
|
2020
Q1 | $83K | Buy |
980
+3
| +0.3% | +$254 | 0.05% | 299 |
|
|
2019
Q4 | $82K | Buy |
+977
| New | +$82K | 0.04% | 368 |
|
|
2019
Q3 | – | Sell |
-968
| Closed | -$80K | – | 276 |
|
|
2019
Q2 | $80K | Buy |
968
+601
| +164% | +$49.7K | 0.05% | 298 |
|
|
2019
Q1 | $29K | Hold |
367
| – | – | 0.02% | 382 |
|
|
2018
Q4 | $29K | Sell |
367
-235
| -39% | -$18.6K | 0.03% | 352 |
|
|
2018
Q3 | $47K | Buy |
602
+99
| +20% | +$7.73K | 0.04% | 312 |
|
|
2018
Q2 | $40K | Buy |
+503
| New | +$40K | 0.04% | 365 |
|