Strategic Financial Partners’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
2020
Q3
Sell
-2,284
Closed -$202K 60
2020
Q2
$202K Sell
2,284
-280
-11% -$24.8K 0.17% 58
2020
Q1
$219K Sell
2,564
-69
-3% -$5.89K 0.23% 57
2019
Q4
$221K Buy
+2,633
New +$221K 0.18% 66