Wunderlich Capital Managemnt’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
Q2 | $4.73M | Buy |
65,616
+748
| +1% | +$53.9K | 2.11% | 11 |
|
|
2024
Q1 | $4.71M | Sell |
64,868
-3,964
| -6% | -$288K | 2.12% | 10 |
|
|
2023
Q4 | $5.06M | Sell |
68,832
-918
| -1% | -$67.5K | 2.28% | 9 |
|
|
2023
Q3 | $4.87M | Sell |
69,750
-807
| -1% | -$56.3K | 2.4% | 8 |
|
|
2023
Q2 | $5.13M | Buy |
70,557
+1,610
| +2% | +$117K | 2.52% | 8 |
|
|
2023
Q1 | $5.09M | Buy |
68,947
+282
| +0.4% | +$20.8K | 2.65% | 6 |
|
|
2022
Q4 | $4.93M | Buy |
+68,665
| New | +$4.93M | 2.75% | 3 |
|