Steph & Co’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-982
| Closed | -$72.2K | – | 282 |
|
2023
Q4 | $72.2K | Buy |
982
+515
| +110% | +$37.9K | 0.04% | 152 |
|
2023
Q3 | $32.6K | Buy |
+467
| New | +$32.6K | 0.02% | 183 |
|
2021
Q3 | – | Sell |
-50
| Closed | -$4K | – | 271 |
|
2021
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 231 |
|
2021
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 229 |
|