WFWM
Wechter Feldman Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-7,387
| Closed | -$590K | – | 34 |
|
|
2018
Q1 | $590K | Sell |
7,387
-495
| -6% | -$39.5K | 0.42% | 21 |
|
|
2017
Q4 | $643K | Sell |
7,882
-26
| -0.3% | -$2.12K | 0.45% | 20 |
|
|
2017
Q3 | $648K | Sell |
7,908
-208
| -3% | -$17K | 0.5% | 17 |
|
|
2017
Q2 | $664K | Buy |
8,116
+1,922
| +31% | +$157K | 0.53% | 16 |
|
|
2017
Q1 | $502K | Sell |
6,194
-45,733
| -88% | -$3.71M | 0.34% | 22 |
|
|
2016
Q4 | $4.2M | Buy |
+51,927
| New | +$4.2M | 2.75% | 14 |
|