Vontobel Swiss Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,557
| Closed | -$215K | – | 70 |
|
|
2016
Q3 | $215K | Buy |
+2,557
| New | +$215K | 0.12% | 70 |
|
|
2016
Q2 | – | Sell |
-2,557
| Closed | -$212K | – | 75 |
|
|
2016
Q1 | $212K | Hold |
2,557
| – | – | 0.11% | 67 |
|
|
2015
Q4 | $207K | Hold |
2,557
| – | – | 0.12% | 55 |
|
|
2015
Q3 | $205K | Buy |
+2,557
| New | +$205K | 0.14% | 47 |
|