MG
Mather Group’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6M | Sell |
212,549
-11,170
| -5% | -$822K | 0.17% | 58 |
|
|
2025
Q1 | $16.4M | Buy |
223,719
+14,847
| +7% | +$1.09M | 0.19% | 53 |
|
|
2024
Q4 | $15M | Buy |
208,872
+12,951
| +7% | +$931K | 0.19% | 56 |
|
|
2024
Q3 | $14.7M | Buy |
195,921
+10,557
| +6% | +$793K | 0.19% | 61 |
|
|
2024
Q2 | $13.5M | Buy |
185,364
+17,947
| +11% | +$1.3M | 0.17% | 70 |
|
|
2024
Q1 | $12.3M | Sell |
167,417
-2,083
| -1% | -$153K | 0.19% | 56 |
|
|
2023
Q4 | $12.5M | Buy |
169,500
+63,018
| +59% | +$4.63M | 0.2% | 57 |
|
|
2023
Q3 | $7.43M | Buy |
106,482
+51,331
| +93% | +$3.58M | 0.13% | 71 |
|
|
2023
Q2 | $4.01M | Buy |
55,151
+13,835
| +33% | +$1.01M | 0.06% | 109 |
|
|
2023
Q1 | $3.05M | Buy |
41,316
+1,102
| +3% | +$81.4K | 0.05% | 115 |
|
|
2022
Q4 | $2.89M | Sell |
40,214
-98,159
| -71% | -$7.05M | 0.06% | 111 |
|
|
2022
Q3 | $9.87M | Sell |
138,373
-43,876
| -24% | -$3.13M | 0.21% | 54 |
|
|
2022
Q2 | $13.7M | Buy |
182,249
+99,451
| +120% | +$7.48M | 0.31% | 34 |
|
|
2022
Q1 | $6.59M | Buy |
82,798
+27,397
| +49% | +$2.18M | 0.13% | 65 |
|
|
2021
Q4 | $4.7M | Buy |
55,401
+2,983
| +6% | +$253K | 0.09% | 72 |
|
|
2021
Q3 | $4.48M | Buy |
52,418
+1,891
| +4% | +$162K | 0.11% | 59 |
|
|
2021
Q2 | $4.34M | Buy |
50,527
+13,621
| +37% | +$1.17M | 0.11% | 54 |
|
|
2021
Q1 | $3.13M | Buy |
36,906
+2,722
| +8% | +$231K | 0.09% | 58 |
|
|
2020
Q4 | $3.02M | Buy |
34,184
+22,625
| +196% | +$2M | 0.1% | 54 |
|
|
2020
Q3 | $1.02M | Buy |
11,559
+3,370
| +41% | +$297K | 0.04% | 92 |
|
|
2020
Q2 | $723K | Buy |
8,189
+2,210
| +37% | +$195K | 0.03% | 109 |
|
|
2020
Q1 | $510K | Buy |
5,979
+3,475
| +139% | +$296K | 0.04% | 83 |
|
|
2019
Q4 | $210K | Buy |
+2,504
| New | +$210K | 0.01% | 164 |
|