SEA
Stegent Equity Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,884
| Closed | -$210K | – | 59 |
|
|
2023
Q2 | $210K | Buy |
+2,884
| New | +$210K | 0.23% | 62 |
|
|
2022
Q4 | – | Sell |
-3,890
| Closed | -$277K | – | 65 |
|
|
2022
Q3 | $277K | Buy |
3,890
+378
| +11% | +$26.9K | 0.42% | 49 |
|
|
2022
Q2 | $265K | Sell |
3,512
-4,368
| -55% | -$330K | 0.34% | 61 |
|
|
2022
Q1 | $627K | Buy |
+7,880
| New | +$627K | 0.53% | 48 |
|