MFA
Mayflower Financial 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 | $5.61M | Buy |
76,153
+1,404
| +2% | +$103K | 0.78% | 30 |
|
|
2025
Q1 | $5.49M | Sell |
74,749
-3,702
| -5% | -$272K | 0.83% | 26 |
|
|
2024
Q4 | $5.64M | Buy |
78,451
+2,596
| +3% | +$187K | 0.84% | 27 |
|
|
2024
Q3 | $5.7M | Sell |
75,855
-30,363
| -29% | -$2.28M | 0.86% | 27 |
|
|
2024
Q2 | $7.65M | Sell |
106,218
-23,019
| -18% | -$1.66M | 1.26% | 13 |
|
|
2024
Q1 | $9.39M | Buy |
129,237
+10,486
| +9% | +$762K | 1.57% | 9 |
|
|
2023
Q4 | $8.73M | Sell |
118,751
-25,372
| -18% | -$1.87M | 1.21% | 17 |
|
|
2023
Q3 | $10.1M | Sell |
144,123
-4,174
| -3% | -$291K | 1.5% | 16 |
|
|
2023
Q2 | $10.8M | Buy |
148,297
+16,428
| +12% | +$1.19M | 1.4% | 16 |
|
|
2023
Q1 | $9.74M | Sell |
131,869
-2,194
| -2% | -$162K | 1.28% | 19 |
|
|
2022
Q4 | $9.63M | Buy |
134,063
+28,044
| +26% | +$2.01M | 1.34% | 18 |
|
|
2022
Q3 | $7.56M | Sell |
106,019
-14
| -0% | -$999 | 1.22% | 20 |
|
|
2022
Q2 | $7.98M | Sell |
106,033
-17,384
| -14% | -$1.31M | 1.22% | 19 |
|
|
2022
Q1 | $9.82M | Sell |
123,417
-35,343
| -22% | -$2.81M | 1.32% | 18 |
|
|
2021
Q4 | $13.5M | Buy |
158,760
+2,113
| +1% | +$179K | 1.79% | 11 |
|
|
2021
Q3 | $13.3M | Buy |
156,647
+7,587
| +5% | +$645K | 1.8% | 11 |
|
|
2021
Q2 | $12.8M | Buy |
149,060
+9,527
| +7% | +$818K | 1.76% | 13 |
|
|
2021
Q1 | $11.8M | Buy |
139,533
+7,455
| +6% | +$632K | 1.75% | 13 |
|
|
2020
Q4 | $11.6M | Buy |
+132,078
| New | +$11.6M | 2.01% | 13 |
|