Verity Asset 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-2,579
| Closed | -$222K | – | 193 |
|
2021
Q2 | $222K | Buy |
+2,579
| New | +$222K | 0.12% | 205 |
|
2021
Q1 | – | Sell |
-3,439
| Closed | -$303K | – | 215 |
|
2020
Q4 | $303K | Sell |
3,439
-37,971
| -92% | -$3.35M | 0.21% | 121 |
|
2020
Q3 | $3.65M | Buy |
+41,410
| New | +$3.65M | 2.78% | 3 |
|
2016
Q3 | $1.99M | Sell |
23,703
-40,979
| -63% | -$3.45M | 1.86% | 16 |
|
2016
Q2 | $5.45M | Buy |
+64,682
| New | +$5.45M | 5.4% | 2 |
|