TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.24M | Sell |
13,995
-2,525
| -15% | -$223K | 0.52% | 34 |
|
|
2020
Q1 | $1.41M | Buy |
16,520
+388
| +2% | +$33.1K | 0.69% | 25 |
|
|
2019
Q4 | $1.35M | Sell |
16,132
-644
| -4% | -$54K | 0.55% | 30 |
|
|
2019
Q3 | $1.42M | Buy |
16,776
+728
| +5% | +$61.4K | 0.61% | 29 |
|
|
2019
Q2 | $1.33M | Buy |
16,048
+313
| +2% | +$26K | 0.59% | 28 |
|
|
2019
Q1 | $1.28M | Buy |
15,735
+620
| +4% | +$50.3K | 0.59% | 28 |
|
|
2018
Q4 | $1.2M | Buy |
15,115
+1,694
| +13% | +$134K | 0.61% | 25 |
|
|
2018
Q3 | $1.06M | Buy |
13,421
+93
| +0.7% | +$7.32K | 0.48% | 30 |
|
|
2018
Q2 | $1.06M | Buy |
13,328
+99
| +0.7% | +$7.84K | 0.5% | 29 |
|
|
2018
Q1 | $1.06M | Buy |
13,229
+975
| +8% | +$77.9K | 0.53% | 26 |
|
|
2017
Q4 | $1M | Buy |
+12,254
| New | +$1M | 0.47% | 32 |
|