Tilia Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-363
| Closed | -$26.4K | – | 138 |
|
|
2023
Q2 | $26.4K | Buy |
363
+150
| +70% | +$10.9K | 0.02% | 273 |
|
|
2023
Q1 | $15.7K | Hold |
213
| – | – | 0.02% | 328 |
|
|
2022
Q4 | $15.3K | Hold |
213
| – | – | 0.01% | 321 |
|
|
2022
Q3 | $15K | Hold |
213
| – | – | 0.02% | 319 |
|
|
2022
Q2 | $16K | Hold |
213
| – | – | 0.02% | 327 |
|
|
2022
Q1 | $17K | Hold |
213
| – | – | 0.01% | 342 |
|
|
2021
Q4 | $18K | Buy |
+213
| New | +$18K | 0.01% | 350 |
|