WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.1K | Buy |
85
+1
| +1% | +$72 | ﹤0.01% | 661 |
|
|
2024
Q3 | $6.29K | Buy |
84
+1
| +1% | +$75 | ﹤0.01% | 703 |
|
|
2024
Q2 | $5.98K | Hold |
83
| – | – | ﹤0.01% | 689 |
|
|
2024
Q1 | $6.03K | Buy |
+83
| New | +$6.03K | ﹤0.01% | 684 |
|
|
2023
Q3 | – | Sell |
-28
| Closed | -$2.04K | – | 919 |
|
|
2023
Q2 | $2.04K | Hold |
28
| – | – | ﹤0.01% | 771 |
|
|
2023
Q1 | $2.07K | Buy |
+28
| New | +$2.07K | ﹤0.01% | 771 |
|