StrongBox Wealth’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
Q1 | – | Sell |
-5,590
| Closed | -$474K | – | 90 |
|
|
2021
Q4 | $474K | Sell |
5,590
-340
| -6% | -$28.8K | 0.24% | 70 |
|
|
2021
Q3 | $507K | Sell |
5,930
-1,000
| -14% | -$85.5K | 0.28% | 62 |
|
|
2021
Q2 | $595K | Sell |
6,930
-256
| -4% | -$22K | 0.34% | 58 |
|
|
2021
Q1 | $609K | Sell |
7,186
-1,200
| -14% | -$102K | 0.38% | 55 |
|
|
2020
Q4 | $740K | Hold |
8,386
| – | – | 0.48% | 50 |
|
|
2020
Q3 | $740K | Buy |
8,386
+174
| +2% | +$15.4K | 0.54% | 48 |
|
|
2020
Q2 | $725K | Hold |
8,212
| – | – | 0.66% | 45 |
|
|
2020
Q1 | $701K | Buy |
+8,212
| New | +$701K | 0.8% | 40 |
|