TRUE Private Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $120K | Sell |
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|
2020
Q3 | $165K | Sell |
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|
2020
Q2 | $192K | Buy |
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|
2020
Q1 | $128K | Sell |
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|
2019
Q4 | $156K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $155K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $252K | Sell |
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|
2018
Q3 | $261K | Sell |
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|
2018
Q2 | $280K | Sell |
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|
2018
Q1 | $290K | Sell |
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|
2017
Q4 | $672K | Sell |
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|
2017
Q3 | $1.61M | Sell |
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|
2017
Q2 | $1.89M | Buy |
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|
2017
Q1 | $505K | Sell |
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|
2016
Q4 | $505K | Sell |
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|
2016
Q3 | $14.1M | Sell |
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|
2016
Q2 | $14.4M | Sell |
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|
2016
Q1 | $16.2M | Buy |
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|
2015
Q4 | $14.4M | Buy |
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