Winslow Evans & Crocker’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 | $26K | Buy |
+300
| New | +$26K | ﹤0.01% | 731 |
|
|
2018
Q3 | – | Sell |
-376
| Closed | -$30K | – | 1109 |
|
|
2018
Q2 | $30K | Hold |
376
| – | – | 0.01% | 594 |
|
|
2018
Q1 | $30K | Hold |
376
| – | – | 0.01% | 580 |
|
|
2017
Q4 | $30.6K | Hold |
376
| – | – | 0.01% | 587 |
|
|
2017
Q3 | $30.7K | Sell |
376
-484
| -56% | -$39.6K | 0.01% | 573 |
|
|
2017
Q2 | $70.4K | Hold |
860
| – | – | 0.02% | 487 |
|
|
2017
Q1 | $69.7K | Buy |
860
+484
| +129% | +$39.2K | 0.02% | 479 |
|
|
2016
Q4 | $30.3K | Sell |
376
-370
| -50% | -$29.8K | 0.01% | 649 |
|
|
2016
Q3 | $62.7K | Buy |
746
+370
| +98% | +$31.1K | 0.02% | 493 |
|
|
2016
Q2 | $31.6K | Buy |
376
+1
| +0.3% | +$84 | 0.01% | 614 |
|
|
2016
Q1 | $31.1K | Sell |
375
-1
| -0.3% | -$83 | 0.01% | 598 |
|
|
2015
Q4 | $30.3K | Sell |
376
-1,404
| -79% | -$113K | 0.01% | 647 |
|
|
2015
Q3 | $146K | Buy |
1,780
+180
| +11% | +$14.7K | 0.05% | 331 |
|
|
2015
Q2 | $130K | Buy |
+1,600
| New | +$130K | 0.04% | 376 |
|