Summit Equities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $825K | Buy |
10,482
+311
| +3% | +$24.5K | 0.14% | 22 |
|
|
2018
Q2 | $805K | Sell |
10,171
-395
| -4% | -$31.3K | 0.14% | 22 |
|
|
2018
Q1 | $845K | Buy |
10,566
+372
| +4% | +$29.7K | 0.15% | 18 |
|
|
2017
Q4 | $832K | Buy |
10,194
+615
| +6% | +$50.2K | 0.14% | 20 |
|
|
2017
Q3 | $785K | Buy |
9,579
+5,745
| +150% | +$471K | 0.14% | 26 |
|
|
2017
Q2 | $314K | Buy |
+3,834
| New | +$314K | 0.06% | 31 |
|