Sweet 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $299K | Sell |
3,982
-66
| -2% | -$4.96K | 0.06% | 166 |
|
|
2024
Q2 | $292K | Sell |
4,048
-160
| -4% | -$11.5K | 0.07% | 164 |
|
|
2024
Q1 | $306K | Sell |
4,208
-1,373
| -25% | -$99.7K | 0.07% | 163 |
|
|
2023
Q4 | $410K | Sell |
5,581
-457
| -8% | -$33.6K | 0.1% | 133 |
|
|
2023
Q3 | $421K | Sell |
6,038
-981
| -14% | -$68.5K | 0.11% | 116 |
|
|
2023
Q2 | $510K | Sell |
7,019
-1,243
| -15% | -$90.4K | 0.13% | 107 |
|
|
2023
Q1 | $610K | Sell |
8,262
-40,575
| -83% | -$3M | 0.17% | 92 |
|
|
2022
Q4 | $3.51M | Buy |
+48,837
| New | +$3.51M | 1.03% | 15 |
|