McLean Asset Management’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 | $774K | Buy |
10,559
+571
| +6% | +$41.8K | 0.2% | 60 |
|
2025
Q1 | $724K | Buy |
9,988
+38
| +0.4% | +$2.76K | 0.24% | 54 |
|
2024
Q4 | $715K | Buy |
9,950
+900
| +10% | +$64.7K | 0.21% | 61 |
|
2024
Q3 | $671K | Buy |
9,050
+1,767
| +24% | +$131K | 0.2% | 65 |
|
2024
Q2 | $528K | Buy |
7,283
+2,212
| +44% | +$160K | 0.17% | 72 |
|
2024
Q1 | $365K | Sell |
5,071
-1,045
| -17% | -$75.1K | 0.12% | 87 |
|
2023
Q4 | $445K | Sell |
6,116
-7,827
| -56% | -$569K | 0.17% | 71 |
|
2023
Q3 | $968K | Sell |
13,943
-6,761
| -33% | -$469K | 0.4% | 34 |
|
2023
Q2 | $1.5M | Buy |
20,704
+27
| +0.1% | +$1.96K | 0.59% | 26 |
|
2023
Q1 | $1.53M | Sell |
20,677
-12,787
| -38% | -$944K | 0.63% | 26 |
|
2022
Q4 | $2.4M | Sell |
33,464
-44,423
| -57% | -$3.19M | 0.82% | 26 |
|
2022
Q3 | $5.53M | Buy |
77,887
+68,176
| +702% | +$4.84M | 2.13% | 13 |
|
2022
Q2 | $732K | Buy |
+9,711
| New | +$732K | 0.29% | 37 |
|