Courage Miller Partners’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
2025
Q2
$16.8M Sell
227,800
-6,631
-3% -$488K 5.32% 6
2025
Q1
$17.2M Buy
234,431
+1,935
+0.8% +$142K 5.83% 6
2024
Q4
$16.7M Buy
232,496
+5,069
+2% +$365K 5.72% 6
2024
Q3
$17.1M Buy
227,427
+12,864
+6% +$966K 5.74% 6
2024
Q2
$15.5M Buy
214,563
+1,925
+0.9% +$139K 5.56% 6
2024
Q1
$15.4M Buy
212,638
+7,115
+3% +$517K 5.34% 6
2023
Q4
$15.1M Buy
205,523
+5,425
+3% +$399K 5.72% 6
2023
Q3
$14M Buy
200,098
+51,205
+34% +$3.57M 5.73% 6
2023
Q2
$10.8M Buy
148,893
+2,407
+2% +$175K 4.51% 6
2023
Q1
$10.8M Buy
146,486
+37,982
+35% +$2.8M 4.58% 6
2022
Q4
$7.79M Buy
+108,504
New +$7.79M 3.59% 7