Tyler-Stone 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-6,031
| Closed | -$435K | – | 373 |
|
2024
Q2 | $435K | Buy |
6,031
+5,410
| +871% | +$390K | 0.18% | 109 |
|
2024
Q1 | $45.1K | Buy |
621
+587
| +1,726% | +$42.6K | 0.02% | 374 |
|
2023
Q4 | $2.5K | Hold |
34
| – | – | ﹤0.01% | 767 |
|
2023
Q3 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 776 |
|
2022
Q1 | – | Sell |
-369
| Closed | -$31K | – | 813 |
|
2021
Q4 | $31K | Buy |
+369
| New | +$31K | 0.02% | 426 |
|