Strategic Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-101,468
| Closed | -$8.07M | – | 41 |
|
|
2022
Q1 | $8.07M | Buy |
101,468
+73,713
| +266% | +$5.86M | 2.9% | 15 |
|
|
2021
Q4 | $2.35M | Sell |
27,755
-2,498
| -8% | -$212K | 0.74% | 25 |
|
|
2021
Q3 | $2.59M | Sell |
30,253
-726
| -2% | -$62K | 0.87% | 23 |
|
|
2021
Q2 | $2.66M | Sell |
30,979
-147
| -0.5% | -$12.6K | 0.91% | 23 |
|
|
2021
Q1 | $2.64M | Buy |
31,126
+1,303
| +4% | +$110K | 1.11% | 18 |
|
|
2020
Q4 | $2.63M | Buy |
+29,823
| New | +$2.63M | 1.18% | 17 |
|