Toth Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-250
| Closed | -$21K | – | 750 |
|
|
2021
Q2 | $21K | Hold |
250
| – | – | ﹤0.01% | 359 |
|
|
2021
Q1 | $21K | Hold |
250
| – | – | ﹤0.01% | 369 |
|
|
2020
Q4 | $22K | Sell |
250
-100
| -29% | -$8.8K | ﹤0.01% | 322 |
|
|
2020
Q3 | $31K | Sell |
350
-650
| -65% | -$57.6K | 0.01% | 269 |
|
|
2020
Q2 | $88K | Hold |
1,000
| – | – | 0.02% | 202 |
|
|
2020
Q1 | $85K | Sell |
1,000
-163
| -14% | -$13.9K | 0.02% | 146 |
|
|
2019
Q4 | $98K | Hold |
1,163
| – | – | 0.02% | 177 |
|
|
2019
Q3 | $98K | Hold |
1,163
| – | – | 0.02% | 190 |
|
|
2019
Q2 | $97K | Sell |
1,163
-200
| -15% | -$16.7K | 0.02% | 186 |
|
|
2019
Q1 | $111K | Buy |
+1,363
| New | +$111K | 0.03% | 169 |
|