Sutton Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $10.2K | Buy |
147
+2
| +1% | +$139 | 0.01% | 462 |
|
|
2023
Q2 | $10.6K | Buy |
145
+1
| +0.7% | +$73 | 0.01% | 448 |
|
|
2023
Q1 | $10.7K | Hold |
144
| – | – | 0.01% | 412 |
|
|
2022
Q4 | $10.3K | Buy |
144
+2
| +1% | +$143 | ﹤0.01% | 934 |
|
|
2022
Q3 | $10.1K | Buy |
142
+1
| +0.7% | +$71 | ﹤0.01% | 881 |
|
|
2022
Q2 | $10.6K | Sell |
141
-92
| -39% | -$6.94K | ﹤0.01% | 885 |
|
|
2022
Q1 | $18.5K | Buy |
233
+1
| +0.4% | +$80 | 0.01% | 734 |
|
|
2021
Q4 | $19.7K | Sell |
232
-57
| -20% | -$4.84K | 0.01% | 701 |
|
|
2021
Q3 | $24.7K | Buy |
+289
| New | +$24.7K | 0.01% | 630 |
|
|
2018
Q4 | – | Sell |
-1,369
| Closed | -$108K | – | 1139 |
|
|
2018
Q3 | $108K | Buy |
+1,369
| New | +$108K | 0.07% | 191 |
|