Winch Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,074
| Closed | -$95K | – | 428 |
|
|
2020
Q3 | $95K | Buy |
+1,074
| New | +$95K | 0.04% | 67 |
|
|
2018
Q4 | – | Sell |
-624
| Closed | -$49K | – | 351 |
|
|
2018
Q3 | $49K | Buy |
624
+4
| +0.6% | +$314 | 0.02% | 102 |
|
|
2018
Q2 | $49K | Buy |
620
+4
| +0.6% | +$316 | 0.03% | 113 |
|
|
2018
Q1 | $49K | Buy |
+616
| New | +$49K | 0.03% | 115 |
|
|
2015
Q3 | – | Sell |
-3,687
| Closed | -$300K | – | 236 |
|
|
2015
Q2 | $300K | Buy |
3,687
+3,578
| +3,283% | +$291K | 0.16% | 85 |
|
|
2015
Q1 | $9K | Buy |
+109
| New | +$9K | 0.01% | 160 |
|
|
2014
Q3 | – | Sell |
-156
| Closed | -$13K | – | 234 |
|
|
2014
Q2 | $13K | Buy |
156
+1
| +0.6% | +$83 | 0.01% | 148 |
|
|
2014
Q1 | $13K | Buy |
+155
| New | +$13K | 0.01% | 156 |
|