Tennessee Valley Asset Management 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
Q1 | – | Sell |
-1,080
| Closed | -$79.4K | – | 184 |
|
2023
Q4 | $79.4K | Buy |
+1,080
| New | +$79.4K | 0.01% | 187 |
|
2021
Q4 | – | Sell |
-2,491
| Closed | -$213K | – | 92 |
|
2021
Q3 | $213K | Buy |
+2,491
| New | +$213K | 0.08% | 85 |
|
2021
Q2 | – | Sell |
-3,427
| Closed | -$290K | – | 30 |
|
2021
Q1 | $290K | Buy |
3,427
+6
| +0.2% | +$508 | 0.07% | 93 |
|
2020
Q4 | $302K | Buy |
+3,421
| New | +$302K | 0.07% | 83 |
|
2020
Q1 | – | Sell |
-2,587
| Closed | -$217K | – | 56 |
|
2019
Q4 | $217K | Buy |
+2,587
| New | +$217K | 0.14% | 59 |
|
2019
Q3 | – | Sell |
-8,740
| Closed | -$726K | – | 58 |
|
2019
Q2 | $726K | Sell |
8,740
-143
| -2% | -$11.9K | 0.55% | 23 |
|
2019
Q1 | $721K | Sell |
8,883
-5,164
| -37% | -$419K | 0.62% | 22 |
|
2018
Q4 | $1.11M | Buy |
+14,047
| New | +$1.11M | 1.27% | 15 |
|