WCG
Weaver Consulting Group’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,524
| Closed | -$216K | – | 168 |
|
|
2021
Q3 | $216K | Sell |
2,524
-927
| -27% | -$79.3K | 0.12% | 136 |
|
|
2021
Q2 | $296K | Sell |
3,451
-10,540
| -75% | -$904K | 0.17% | 112 |
|
|
2021
Q1 | $1.19M | Buy |
13,991
+204
| +1% | +$17.3K | 0.73% | 33 |
|
|
2020
Q4 | $1.22M | Sell |
13,787
-1,828
| -12% | -$161K | 0.76% | 31 |
|
|
2020
Q3 | $1.38M | Buy |
15,615
+4,139
| +36% | +$365K | 0.79% | 27 |
|
|
2020
Q2 | $1.01M | Buy |
11,476
+2
| +0% | +$177 | 0.59% | 35 |
|
|
2020
Q1 | $979K | Buy |
11,474
+336
| +3% | +$28.7K | 0.64% | 32 |
|
|
2019
Q4 | $940K | Sell |
11,138
-38
| -0.3% | -$3.21K | 0.5% | 39 |
|
|
2019
Q3 | $927K | Sell |
11,176
-179
| -2% | -$14.8K | 0.49% | 41 |
|
|
2019
Q2 | $943K | Hold |
11,355
| – | – | 0.51% | 42 |
|
|
2019
Q1 | $933K | Buy |
+11,355
| New | +$933K | 0.26% | 70 |
|