Vantage Financial Partners (Wisconsin)’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
Q2 | – | Sell |
-3,013
| Closed | -$219K | – | 154 |
|
|
2024
Q1 | $219K | Sell |
3,013
-116
| -4% | -$8.43K | 0.06% | 130 |
|
|
2023
Q4 | $230K | Buy |
+3,129
| New | +$230K | 0.07% | 112 |
|
|
2023
Q3 | – | Sell |
-2,756
| Closed | -$200K | – | 88 |
|
|
2023
Q2 | $200K | Sell |
2,756
-8
| -0.3% | -$582 | 0.07% | 82 |
|
|
2023
Q1 | $204K | Sell |
2,764
-27
| -1% | -$1.99K | 0.08% | 78 |
|
|
2022
Q4 | $200K | Sell |
2,791
-603
| -18% | -$43.3K | 0.12% | 56 |
|
|
2022
Q3 | $242K | Sell |
3,394
-2,472
| -42% | -$176K | 0.16% | 44 |
|
|
2022
Q2 | $442K | Sell |
5,866
-1,288
| -18% | -$97.1K | 0.26% | 27 |
|
|
2022
Q1 | $569K | Sell |
7,154
-34
| -0.5% | -$2.7K | 0.29% | 25 |
|
|
2021
Q4 | $609K | Buy |
+7,188
| New | +$609K | 0.24% | 26 |
|