MAI Capital Management’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
$2.06M Sell
27,971
-1,549
-5% -$114K 0.01% 475
2025
Q1
$2.17M Sell
29,520
-5,473
-16% -$402K 0.02% 455
2024
Q4
$2.52M Buy
+34,993
New +$2.52M 0.02% 428