UBP Investment Advisors’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
Q3 | $2.07M | Hold |
29,050
| – | – | 1.07% | 22 |
|
|
2022
Q2 | $2.19M | Hold |
29,050
| – | – | 0.87% | 23 |
|
|
2022
Q1 | $2.31M | Hold |
29,050
| – | – | 0.86% | 26 |
|
|
2021
Q4 | $2.46M | Hold |
29,050
| – | – | 0.9% | 26 |
|
|
2021
Q3 | $2.48M | Hold |
29,050
| – | – | 0.96% | 25 |
|
|
2021
Q2 | $2.5M | Hold |
29,050
| – | – | 0.92% | 25 |
|
|
2021
Q1 | $2.46M | Hold |
29,050
| – | – | 1% | 23 |
|
|
2020
Q4 | $2.56M | Buy |
+29,050
| New | +$2.56M | 1.32% | 21 |
|