Tower Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-23,318
| Closed | -$1.86M | – | 44 |
|
|
2022
Q1 | $1.86M | Buy |
23,318
+73
| +0.3% | +$5.81K | 2.01% | 9 |
|
|
2021
Q4 | $1.97M | Buy |
23,245
+88
| +0.4% | +$7.46K | 2% | 9 |
|
|
2021
Q3 | $1.98M | Buy |
23,157
+494
| +2% | +$42.2K | 2.09% | 9 |
|
|
2021
Q2 | $1.95M | Sell |
22,663
-1,524
| -6% | -$131K | 2.14% | 8 |
|
|
2021
Q1 | $2.05M | Sell |
24,187
-25,647
| -51% | -$2.17M | 2.64% | 8 |
|
|
2020
Q4 | $4.4M | Buy |
+49,834
| New | +$4.4M | 5.03% | 8 |
|