WDG
Wealth Dimensions Group’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,218
| Closed | -$256K | – | 129 |
|
|
2022
Q1 | $256K | Hold |
3,218
| – | – | 0.12% | 118 |
|
|
2021
Q4 | $273K | Hold |
3,218
| – | – | 0.13% | 110 |
|
|
2021
Q3 | $275K | Hold |
3,218
| – | – | 0.18% | 104 |
|
|
2021
Q2 | $276K | Buy |
3,218
+720
| +29% | +$61.8K | 0.19% | 98 |
|
|
2021
Q1 | $212K | Hold |
2,498
| – | – | 0.16% | 110 |
|
|
2020
Q4 | $220K | Buy |
+2,498
| New | +$220K | 0.19% | 98 |
|