VWM
Vector Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $1.88M | Buy |
23,213
+3,295
| +17% | +$266K | 1.32% | 15 |
|
|
2016
Q3 | $1.68M | Buy |
19,918
+3,835
| +24% | +$323K | 1.15% | 15 |
|
|
2016
Q2 | $1.36M | Buy |
+16,083
| New | +$1.36M | 0.92% | 20 |
|
|
2015
Q2 | – | Sell |
-3,091
| Closed | -$258K | – | 76 |
|
|
2015
Q1 | $258K | Buy |
3,091
+535
| +21% | +$44.7K | 0.21% | 60 |
|
|
2014
Q4 | $211K | Buy |
+2,556
| New | +$211K | 0.16% | 67 |
|