Winch Advisory Services’s Vanguard Total Bond Market BND Stock Holding History

Winch Advisory Services’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-1,074	Closed	-$95K	–	428
2020 Q3	$95K	Buy	+1,074	New	+$95.2K	0.04%	67
2018 Q4	–	Sell	-624	Closed	-$49K	–	351
2018 Q3	$49K	Buy	624 +4	+0.6%	+$316	0.02%	102
2018 Q2	$49K	Buy	620 +4	+0.6%	+$316	0.03%	113
2018 Q1	$49K	Buy	+616	New	+$49.3K	0.03%	115
2015 Q3	–	Sell	-3,687	Closed	-$300K	–	236
2015 Q2	$300K	Buy	3,687 +3,578	+3,283%	+$294K	0.16%	85
2015 Q1	$9K	Buy	+109	New	+$9.06K	0.01%	160
2014 Q3	–	Sell	-156	Closed	-$13K	–	234
2014 Q2	$13K	Buy	156 +1	+0.6%	+$82	0.01%	148
2014 Q1	$13K	Buy	+155	New	+$12.6K	0.01%	157

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SEI Investments

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