Melone Private Wealth’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 | $204K | Buy |
2,785
+24
| +0.9% | +$1.76K | 0.1% | 50 |
|
|
2025
Q1 | $203K | Sell |
2,761
-61
| -2% | -$4.48K | 0.11% | 48 |
|
|
2024
Q4 | $203K | Buy |
2,822
+30
| +1% | +$2.16K | 0.11% | 51 |
|
|
2024
Q3 | $210K | Sell |
2,792
-898
| -24% | -$67.4K | 0.11% | 49 |
|
|
2024
Q2 | $266K | Buy |
3,690
+21
| +0.6% | +$1.51K | 0.16% | 45 |
|
|
2024
Q1 | $266K | Sell |
3,669
-1,305
| -26% | -$94.8K | 0.16% | 45 |
|
|
2023
Q4 | $366K | Sell |
4,974
-7,023
| -59% | -$517K | 0.23% | 44 |
|
|
2023
Q3 | $837K | Buy |
11,997
+27
| +0.2% | +$1.88K | 0.6% | 31 |
|
|
2023
Q2 | $870K | Buy |
11,970
+26
| +0.2% | +$1.89K | 0.61% | 31 |
|
|
2023
Q1 | $889K | Sell |
11,944
-4,744
| -28% | -$353K | 0.68% | 30 |
|
|
2022
Q4 | $1.2M | Sell |
16,688
-3,826
| -19% | -$275K | 1.02% | 26 |
|
|
2022
Q3 | $1.46M | Buy |
20,514
+50
| +0.2% | +$3.57K | 1.28% | 24 |
|
|
2022
Q2 | $1.53M | Buy |
20,464
+47
| +0.2% | +$3.52K | 1.3% | 24 |
|
|
2022
Q1 | $1.57M | Sell |
20,417
-14,990
| -42% | -$1.15M | 1.28% | 24 |
|
|
2021
Q4 | $3M | Buy |
+35,407
| New | +$3M | 2.26% | 16 |
|