Wilshire Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-201,371
| Closed | -$16.3M | – | 23 |
|
2017
Q1 | $16.3M | Hold |
201,371
| – | – | 12.89% | 1 |
|
2016
Q4 | $16.3M | Buy |
201,371
+16,602
| +9% | +$1.34M | 12.89% | 3 |
|
2016
Q3 | $15.5M | Buy |
184,769
+15,978
| +9% | +$1.34M | 13.47% | 2 |
|
2016
Q2 | $14.2M | Sell |
168,791
-28,275
| -14% | -$2.38M | 12.43% | 3 |
|
2016
Q1 | $16.3M | Sell |
197,066
-5,210
| -3% | -$431K | 8.29% | 4 |
|
2015
Q4 | $16.3M | Buy |
+202,276
| New | +$16.3M | 9.2% | 4 |
|