Wellspring Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $1.36M | Sell |
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|
2022
Q3 | $1.48M | Buy |
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|
2022
Q2 | $1.56M | Sell |
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|
2022
Q1 | $3.26M | Sell |
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|
2021
Q4 | $3.96M | Sell |
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|
2021
Q3 | $4.37M | Sell |
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|
2021
Q2 | $5.1M | Sell |
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|
2021
Q1 | $12.7M | Buy |
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|
2020
Q4 | $9.74M | Sell |
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|
2020
Q3 | $11.9M | Buy |
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|
2020
Q2 | $11.9M | Sell |
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|
2020
Q1 | $12.7M | Buy |
|