Sterling Group Wealth Management’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 |
-9,614
| Closed | -$707K | – | 10 |
|
|
2023
Q4 | $707K | Buy |
9,614
+66
| +0.7% | +$4.85K | 0.55% | 19 |
|
|
2023
Q3 | $666K | Buy |
9,548
+71
| +0.7% | +$4.96K | 0.63% | 17 |
|
|
2023
Q2 | $689K | Sell |
9,477
-349
| -4% | -$25.4K | 0.6% | 16 |
|
|
2023
Q1 | $725K | Buy |
9,826
+1,845
| +23% | +$136K | 0.68% | 17 |
|
|
2022
Q4 | $573K | Buy |
+7,981
| New | +$573K | 0.56% | 22 |
|