MLRA
Main Line Retirement Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.91M | Buy |
120,966
+1,428
| +1% | +$105K | 5.07% | 9 |
|
|
2025
Q1 | $8.78M | Buy |
119,538
+2,070
| +2% | +$152K | 5.7% | 8 |
|
|
2024
Q4 | $8.45M | Sell |
117,468
-27,223
| -19% | -$1.96M | 5.57% | 8 |
|
|
2024
Q3 | $10.9M | Buy |
144,691
+13,109
| +10% | +$985K | 7.45% | 7 |
|
|
2024
Q2 | $9.48M | Buy |
131,582
+5,024
| +4% | +$362K | 7.26% | 7 |
|
|
2024
Q1 | $9.19M | Buy |
126,558
+9,897
| +8% | +$719K | 7.23% | 7 |
|
|
2023
Q4 | $8.58M | Buy |
+116,661
| New | +$8.58M | 7.45% | 7 |
|