Wellesley Investment Partners’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $275K | Sell |
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|
2020
Q2 | $279K | Hold |
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|
2020
Q1 | $270K | Sell |
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|
2019
Q4 | $267K | Sell |
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|
2019
Q3 | $277K | Buy |
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|
2019
Q2 | $244K | Buy |
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|
2019
Q1 | $206K | Hold |
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|
2018
Q4 | $201K | Sell |
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|
2018
Q3 | $3.92M | Sell |
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|
2018
Q2 | $4.01M | Sell |
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|
2018
Q1 | $4.09M | Sell |
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|
2017
Q4 | $4.22M | Sell |
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|
2017
Q3 | $4.29M | Sell |
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|
2017
Q2 | $4.58M | Sell |
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|
2017
Q1 | $4.56M | Sell |
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|
2016
Q4 | $4.74M | Sell |
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|
2016
Q3 | $4.99M | Sell |
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|
2016
Q2 | $5.14M | Buy |
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|
2016
Q1 | $4.77M | Buy |
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|
2015
Q4 | $4.64M | Buy |
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