Wealthcare Capital 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-3,120
| Closed | -$264K | – | 79 |
|
2021
Q4 | $264K | Buy |
+3,120
| New | +$264K | 0.02% | 74 |
|
2018
Q4 | – | Sell |
-650
| Closed | -$51K | – | 193 |
|
2018
Q3 | $51K | Hold |
650
| – | – | 0.01% | 87 |
|
2018
Q2 | $51K | Hold |
650
| – | – | 0.01% | 83 |
|
2018
Q1 | $52K | Hold |
650
| – | – | 0.01% | 80 |
|
2017
Q4 | $53K | Hold |
650
| – | – | 0.01% | 83 |
|
2017
Q3 | $53K | Hold |
650
| – | – | 0.01% | 77 |
|
2017
Q2 | $53K | Hold |
650
| – | – | 0.01% | 79 |
|
2017
Q1 | $53K | Hold |
650
| – | – | 0.01% | 78 |
|
2016
Q4 | $53K | Hold |
650
| – | – | 0.01% | 74 |
|
2016
Q3 | $55K | Hold |
650
| – | – | 0.01% | 70 |
|
2016
Q2 | $55K | Hold |
650
| – | – | 0.01% | 66 |
|
2016
Q1 | $54K | Hold |
650
| – | – | 0.01% | 76 |
|
2015
Q4 | $52K | Hold |
650
| – | – | 0.01% | 83 |
|
2015
Q3 | $53K | Hold |
650
| – | – | 0.01% | 89 |
|
2015
Q2 | $53K | Sell |
650
-1,644
| -72% | -$134K | 0.01% | 101 |
|
2015
Q1 | $191K | Buy |
2,294
+1,644
| +253% | +$137K | 0.02% | 100 |
|
2014
Q4 | $54K | Hold |
650
| – | – | 0.01% | 83 |
|
2014
Q3 | $53K | Hold |
650
| – | – | 0.01% | 84 |
|
2014
Q2 | $53K | Hold |
650
| – | – | 0.01% | 79 |
|
2014
Q1 | $53K | Hold |
650
| – | – | 0.01% | 81 |
|
2013
Q4 | $52K | Hold |
650
| – | – | 0.01% | 47 |
|
2013
Q3 | $53K | Hold |
650
| – | – | 0.01% | 40 |
|
2013
Q2 | $53K | Buy |
+650
| New | +$53K | 0.01% | 41 |
|