Watershed Private Wealth’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 |
-2,914
| Closed | -$212K | – | 120 |
|
|
2024
Q1 | $212K | Sell |
2,914
-7,138
| -71% | -$518K | 0.09% | 119 |
|
|
2023
Q4 | $739K | Sell |
10,052
-1,954
| -16% | -$144K | 0.41% | 56 |
|
|
2023
Q3 | $838K | Sell |
12,006
-142
| -1% | -$9.91K | 0.52% | 46 |
|
|
2023
Q2 | $883K | Sell |
12,148
-9,228
| -43% | -$671K | 0.53% | 47 |
|
|
2023
Q1 | $1.58M | Sell |
21,376
-2,944
| -12% | -$217K | 1.07% | 30 |
|
|
2022
Q4 | $1.75M | Buy |
+24,320
| New | +$1.75M | 1.33% | 27 |
|