Steward Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $32K | Hold |
463
| – | – | 0.01% | 191 |
|
2023
Q2 | $33K | Buy |
+463
| New | +$33K | 0.01% | 186 |
|
2022
Q3 | – | Sell |
-463
| Closed | -$34K | – | 233 |
|
2022
Q2 | $34K | Hold |
463
| – | – | 0.03% | 125 |
|
2022
Q1 | $36K | Hold |
463
| – | – | 0.03% | 109 |
|
2021
Q4 | $39K | Buy |
+463
| New | +$39K | 0.04% | 85 |
|