McNaughton Wealth 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 | $20.3M | Sell |
275,795
-25,598
| -8% | -$1.88M | 9.06% | 1 |
|
|
2025
Q1 | $22.1M | Buy |
301,393
+41,086
| +16% | +$3.02M | 10.75% | 1 |
|
|
2024
Q4 | $18.7M | Buy |
260,307
+5,289
| +2% | +$380K | 9.02% | 1 |
|
|
2024
Q3 | $19.2M | Buy |
255,018
+574
| +0.2% | +$43.1K | 9.33% | 1 |
|
|
2024
Q2 | $18.3M | Buy |
254,444
+16,972
| +7% | +$1.22M | 9.72% | 1 |
|
|
2024
Q1 | $17.2M | Buy |
237,472
+14,652
| +7% | +$1.06M | 9.56% | 1 |
|
|
2023
Q4 | $16.4M | Buy |
222,820
+13,205
| +6% | +$971K | 9.71% | 1 |
|
|
2023
Q3 | $14.6M | Buy |
209,615
+5,214
| +3% | +$364K | 9.73% | 1 |
|
|
2023
Q2 | $14.9M | Buy |
204,401
+8,710
| +4% | +$633K | 9.51% | 1 |
|
|
2023
Q1 | $14.4M | Sell |
195,691
-2,539
| -1% | -$187K | 9.59% | 2 |
|
|
2022
Q4 | $14.2M | Sell |
198,230
-9,718
| -5% | -$698K | 9.74% | 2 |
|
|
2022
Q3 | $14.8M | Buy |
207,948
+8,437
| +4% | +$602K | 10.89% | 1 |
|
|
2022
Q2 | $15M | Buy |
199,511
+4,209
| +2% | +$317K | 10.62% | 1 |
|
|
2022
Q1 | $15.5M | Sell |
195,302
-2,037
| -1% | -$162K | 10.11% | 1 |
|
|
2021
Q4 | $16.5M | Buy |
197,339
+9,446
| +5% | +$789K | 10.68% | 1 |
|
|
2021
Q3 | $16.1M | Buy |
187,893
+7,340
| +4% | +$627K | 11.35% | 1 |
|
|
2021
Q2 | $15.5M | Buy |
180,553
+9,305
| +5% | +$799K | 10.87% | 1 |
|
|
2021
Q1 | $14.5M | Buy |
171,248
+1,914
| +1% | +$162K | 11.11% | 1 |
|
|
2020
Q4 | $14.9M | Sell |
169,334
-5,129
| -3% | -$452K | 11.95% | 1 |
|
|
2020
Q3 | $15.4M | Buy |
174,463
+2,667
| +2% | +$235K | 13.47% | 1 |
|
|
2020
Q2 | $15.2M | Buy |
171,796
+11,202
| +7% | +$990K | 14.06% | 1 |
|
|
2020
Q1 | $13.7M | Sell |
160,594
-4,347
| -3% | -$371K | 14.64% | 1 |
|
|
2019
Q4 | $13.8M | Buy |
+164,941
| New | +$13.8M | 12.87% | 1 |
|