Teamwork Financial Advisors’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 |
-5,242
| Closed | -$444K | – | 252 |
|
|
2021
Q4 | $444K | Buy |
5,242
+912
| +21% | +$77.2K | 0.08% | 198 |
|
|
2021
Q3 | $370K | Sell |
4,330
-3,501
| -45% | -$299K | 0.07% | 193 |
|
|
2021
Q2 | $673K | Sell |
7,831
-5,919
| -43% | -$509K | 0.14% | 123 |
|
|
2021
Q1 | $1.17M | Buy |
13,750
+178
| +1% | +$15.1K | 0.27% | 75 |
|
|
2020
Q4 | $1.2M | Buy |
13,572
+2,866
| +27% | +$253K | 0.28% | 75 |
|
|
2020
Q3 | $944K | Buy |
10,706
+1,569
| +17% | +$138K | 0.29% | 75 |
|
|
2020
Q2 | $807K | Buy |
+9,137
| New | +$807K | 0.29% | 80 |
|