McAdam LLC’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 | $633K | Sell |
8,595
-1,387
| -14% | -$102K | 0.03% | 179 |
|
2025
Q1 | $733K | Buy |
9,982
+515
| +5% | +$37.8K | 0.05% | 147 |
|
2024
Q4 | $681K | Buy |
9,467
+154
| +2% | +$11.1K | 0.04% | 165 |
|
2024
Q3 | $700K | Buy |
9,313
+1,177
| +14% | +$88.4K | 0.04% | 159 |
|
2024
Q2 | $586K | Buy |
8,136
+641
| +9% | +$46.2K | 0.04% | 161 |
|
2024
Q1 | $544K | Sell |
7,495
-62
| -0.8% | -$4.5K | 0.03% | 164 |
|
2023
Q4 | $556K | Buy |
7,557
+245
| +3% | +$18K | 0.04% | 154 |
|
2023
Q3 | $510K | Buy |
7,312
+189
| +3% | +$13.2K | 0.04% | 155 |
|
2023
Q2 | $518K | Sell |
7,123
-60
| -0.8% | -$4.36K | 0.04% | 149 |
|
2023
Q1 | $530K | Buy |
7,183
+4,423
| +160% | +$327K | 0.05% | 145 |
|
2022
Q4 | $234K | Sell |
2,760
-949
| -26% | -$80.5K | 0.02% | 162 |
|
2022
Q3 | $265K | Sell |
3,709
-10
| -0.3% | -$714 | 0.03% | 182 |
|
2022
Q2 | $280K | Sell |
3,719
-66
| -2% | -$4.97K | 0.03% | 181 |
|
2022
Q1 | $301K | Buy |
3,785
+1,025
| +37% | +$81.5K | 0.03% | 163 |
|
2021
Q4 | $234K | Buy |
+2,760
| New | +$234K | 0.02% | 162 |
|
2018
Q4 | – | Sell |
-704
| Closed | -$55K | – | 122 |
|
2018
Q3 | $55K | Sell |
704
-1
| -0.1% | -$78 | 0.02% | 155 |
|
2018
Q2 | $56K | Hold |
705
| – | – | 0.02% | 140 |
|
2018
Q1 | $56K | Buy |
+705
| New | +$56K | 0.03% | 142 |
|