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 |
|