Titus Wealth Management’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
Q2 | $552K | Sell |
7,332
-597
| -8% | -$44.9K | 0.28% | 61 |
|
|
2022
Q1 | $631K | Sell |
7,929
-693
| -8% | -$55.2K | 0.28% | 60 |
|
|
2021
Q4 | $731K | Sell |
8,622
-255
| -3% | -$21.6K | 0.33% | 52 |
|
|
2021
Q3 | $760K | Buy |
8,877
+2,214
| +33% | +$190K | 0.4% | 41 |
|
|
2021
Q2 | $572K | Buy |
6,663
+166
| +3% | +$14.3K | 0.31% | 54 |
|
|
2021
Q1 | $550K | Buy |
6,497
+55
| +0.9% | +$4.66K | 0.32% | 55 |
|
|
2020
Q4 | $568K | Buy |
6,442
+539
| +9% | +$47.5K | 0.35% | 51 |
|
|
2020
Q3 | $521K | Buy |
5,903
+217
| +4% | +$19.2K | 0.37% | 53 |
|
|
2020
Q2 | $502K | Sell |
5,686
-75
| -1% | -$6.62K | 0.4% | 49 |
|
|
2020
Q1 | $492K | Buy |
5,761
+346
| +6% | +$29.5K | 0.46% | 45 |
|
|
2019
Q4 | $454K | Buy |
5,415
+240
| +5% | +$20.1K | 0.46% | 50 |
|
|
2019
Q3 | $437K | Buy |
+5,175
| New | +$437K | 0.4% | 50 |
|
|
2019
Q2 | – | Sell |
-6,248
| Closed | -$507 | – | 95 |
|
|
2019
Q1 | $507 | Buy |
+6,248
| New | +$507 | 0.45% | 43 |
|
|
2018
Q4 | – | Sell |
-6,572
| Closed | -$517K | – | 93 |
|
|
2018
Q3 | $517K | Sell |
6,572
-555
| -8% | -$43.7K | 0.45% | 38 |
|
|
2018
Q2 | $564K | Buy |
+7,127
| New | +$564K | 0.6% | 29 |
|
|
2018
Q1 | – | Hold |
0
| – | -$825K | – | 39 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 21 |
|