McKinley Carter Wealth Services’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 | $12.7M | Sell |
172,190
-5,852
| -3% | -$431K | 0.7% | 32 |
|
|
2025
Q1 | $13.1M | Sell |
178,042
-20,602
| -10% | -$1.51M | 0.8% | 28 |
|
|
2024
Q4 | $14.3M | Buy |
198,644
+45,803
| +30% | +$3.29M | 0.87% | 27 |
|
|
2024
Q3 | $11.5M | Sell |
152,841
-26,298
| -15% | -$1.98M | 0.69% | 30 |
|
|
2024
Q2 | $12.9M | Buy |
179,139
+9,318
| +5% | +$671K | 0.82% | 29 |
|
|
2024
Q1 | $12.3M | Sell |
169,821
-12,969
| -7% | -$942K | 0.82% | 26 |
|
|
2023
Q4 | $13.4M | Buy |
182,790
+57,546
| +46% | +$4.23M | 0.98% | 21 |
|
|
2023
Q3 | $8.74M | Sell |
125,244
-26,894
| -18% | -$1.88M | 0.7% | 30 |
|
|
2023
Q2 | $11.1M | Sell |
152,138
-11,293
| -7% | -$821K | 0.83% | 27 |
|
|
2023
Q1 | $12.1M | Sell |
163,431
-33,711
| -17% | -$2.49M | 0.94% | 21 |
|
|
2022
Q4 | $14.2M | Buy |
197,142
+75,808
| +62% | +$5.45M | 1.2% | 19 |
|
|
2022
Q3 | $8.66M | Sell |
121,334
-17,609
| -13% | -$1.26M | 0.81% | 24 |
|
|
2022
Q2 | $10.5M | Buy |
138,943
+99,654
| +254% | +$7.5M | 0.93% | 22 |
|
|
2022
Q1 | $3.13M | Sell |
39,289
-62,298
| -61% | -$4.96M | 0.24% | 77 |
|
|
2021
Q4 | $8.61M | Buy |
101,587
+62,230
| +158% | +$5.27M | 0.64% | 35 |
|
|
2021
Q3 | $3.36M | Sell |
39,357
-1,269
| -3% | -$108K | 0.28% | 74 |
|
|
2021
Q2 | $3.49M | Sell |
40,626
-3,544
| -8% | -$304K | 0.29% | 70 |
|
|
2021
Q1 | $3.74M | Buy |
44,170
+28,858
| +188% | +$2.44M | 0.32% | 70 |
|
|
2020
Q4 | $1.35M | Buy |
+15,312
| New | +$1.35M | 0.18% | 114 |
|