MB, Levis & Associates’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 | $35.8K | Sell |
486
-716
| -60% | -$52.8K | 0.02% | 142 |
|
|
2025
Q1 | $88.3K | Buy |
1,202
+8
| +0.7% | +$588 | 0.04% | 92 |
|
|
2024
Q4 | $85.9K | Buy |
1,194
+75
| +7% | +$5.4K | 0.04% | 95 |
|
|
2024
Q3 | $84.1K | Buy |
1,119
+10
| +0.9% | +$751 | 0.04% | 96 |
|
|
2024
Q2 | $79.9K | Sell |
1,109
-341
| -24% | -$24.6K | 0.04% | 94 |
|
|
2024
Q1 | $105K | Buy |
1,450
+8
| +0.6% | +$581 | 0.06% | 83 |
|
|
2023
Q4 | $106K | Buy |
1,442
+17
| +1% | +$1.25K | 0.06% | 78 |
|
|
2023
Q3 | $99.5K | Buy |
1,425
+10
| +0.7% | +$698 | 0.06% | 78 |
|
|
2023
Q2 | $103K | Buy |
1,415
+656
| +86% | +$47.7K | 0.07% | 79 |
|
|
2023
Q1 | $56.1K | Buy |
+759
| New | +$56.1K | 0.04% | 109 |
|