Wealthspire Advisors (Maryland)’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
Q3 | $12.5M | Buy |
141,238
+115,648
| +452% | +$10.2M | 0.44% | 33 |
|
|
2020
Q2 | $2.26M | Buy |
25,590
+681
| +3% | +$60.2K | 0.16% | 88 |
|
|
2020
Q1 | $2.13M | Sell |
24,909
-872
| -3% | -$74.4K | 0.19% | 77 |
|
|
2019
Q4 | $2.16M | Buy |
25,781
+5,090
| +25% | +$427K | 0.15% | 92 |
|
|
2019
Q3 | $1.75M | Buy |
20,691
+6,203
| +43% | +$524K | 0.13% | 98 |
|
|
2019
Q2 | $1.2M | Buy |
14,488
+337
| +2% | +$28K | 0.09% | 120 |
|
|
2019
Q1 | $1.15M | Buy |
14,151
+10,731
| +314% | +$871K | 0.09% | 121 |
|
|
2018
Q4 | $271K | Buy |
3,420
+2,447
| +251% | +$194K | 0.02% | 345 |
|
|
2018
Q3 | $77K | Sell |
973
-123
| -11% | -$9.73K | 0.01% | 796 |
|
|
2018
Q2 | $87K | Buy |
1,096
+236
| +27% | +$18.7K | 0.01% | 757 |
|
|
2018
Q1 | $69K | Buy |
860
+16
| +2% | +$1.28K | 0.01% | 865 |
|
|
2017
Q4 | $69K | Buy |
844
+7
| +0.8% | +$572 | 0.01% | 872 |
|
|
2017
Q3 | $69K | Buy |
837
+5
| +0.6% | +$412 | 0.01% | 851 |
|
|
2017
Q2 | $68K | Sell |
832
-802
| -49% | -$65.5K | 0.01% | 834 |
|
|
2017
Q1 | $133K | Buy |
1,634
+823
| +101% | +$67K | 0.02% | 498 |
|
|
2016
Q4 | $66K | Buy |
811
+7
| +0.9% | +$570 | 0.01% | 695 |
|
|
2016
Q3 | $68K | Buy |
804
+5
| +0.6% | +$423 | 0.01% | 695 |
|
|
2016
Q2 | $67K | Sell |
799
-160
| -17% | -$13.4K | 0.01% | 647 |
|
|
2016
Q1 | $79K | Buy |
959
+4
| +0.4% | +$330 | 0.01% | 584 |
|
|
2015
Q4 | $77K | Buy |
+955
| New | +$77K | 0.01% | 594 |
|