Vaughan David Investments’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,028
| Closed | -$228K | – | 192 |
|
|
2022
Q2 | $228K | Sell |
3,028
-649
| -18% | -$48.9K | 0.01% | 177 |
|
|
2022
Q1 | $292K | Sell |
3,677
-1,525
| -29% | -$121K | 0.01% | 171 |
|
|
2021
Q4 | $441K | Buy |
5,202
+2,324
| +81% | +$197K | 0.01% | 155 |
|
|
2021
Q3 | $246K | Hold |
2,878
| – | – | 0.01% | 177 |
|
|
2021
Q2 | $247K | Hold |
2,878
| – | – | 0.01% | 185 |
|
|
2021
Q1 | $244K | Sell |
2,878
-200
| -6% | -$17K | 0.01% | 177 |
|
|
2020
Q4 | $271K | Hold |
3,078
| – | – | 0.01% | 165 |
|
|
2020
Q3 | $272K | Buy |
3,078
+500
| +19% | +$44.2K | 0.01% | 160 |
|
|
2020
Q2 | $228K | Buy |
+2,578
| New | +$228K | 0.01% | 163 |
|