Wealth Alliance Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,269
| Closed | -$279K | – | 127 |
|
|
2020
Q1 | $279K | Hold |
3,269
| – | – | 0.22% | 74 |
|
|
2019
Q4 | $274K | Hold |
3,269
| – | – | 0.16% | 100 |
|
|
2019
Q3 | $275K | Hold |
3,269
| – | – | 0.17% | 90 |
|
|
2019
Q2 | $270K | Hold |
3,269
| – | – | 0.17% | 99 |
|
|
2019
Q1 | $265K | Sell |
3,269
-4,082
| -56% | -$331K | 0.17% | 100 |
|
|
2018
Q4 | $582K | Sell |
7,351
-2,721
| -27% | -$215K | 0.44% | 46 |
|
|
2018
Q3 | $793K | Hold |
10,072
| – | – | 0.41% | 47 |
|
|
2018
Q2 | $798K | Sell |
10,072
-238
| -2% | -$18.9K | 0.44% | 44 |
|
|
2018
Q1 | $824K | Sell |
10,310
-15,575
| -60% | -$1.24M | 0.48% | 42 |
|
|
2017
Q4 | $2.11M | Buy |
+25,885
| New | +$2.11M | 1.9% | 16 |
|