Wescott Financial Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,465
| Closed | -$256K | – | 163 |
|
|
2023
Q1 | $256K | Sell |
3,465
-97
| -3% | -$7.16K | 0.06% | 132 |
|
|
2022
Q4 | $256K | Sell |
3,562
-649
| -15% | -$46.6K | 0.06% | 129 |
|
|
2022
Q3 | $300K | Buy |
4,211
+121
| +3% | +$8.62K | 0.08% | 111 |
|
|
2022
Q2 | $308K | Buy |
4,090
+42
| +1% | +$3.16K | 0.08% | 108 |
|
|
2022
Q1 | $322K | Hold |
4,048
| – | – | 0.08% | 103 |
|
|
2021
Q4 | $343K | Hold |
4,048
| – | – | 0.18% | 52 |
|
|
2021
Q3 | $346K | Buy |
+4,048
| New | +$346K | 0.2% | 48 |
|