Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,758
| Closed | -$200K | – | 100 |
|
|
2024
Q1 | $200K | Buy |
+2,758
| New | +$200K | 0.05% | 98 |
|
|
2023
Q4 | – | Sell |
-3,851
| Closed | -$269K | – | 97 |
|
|
2023
Q3 | $269K | Sell |
3,851
-132
| -3% | -$9.21K | 0.09% | 83 |
|
|
2023
Q2 | $290K | Sell |
3,983
-346
| -8% | -$25.2K | 0.09% | 81 |
|
|
2023
Q1 | $320K | Buy |
+4,329
| New | +$320K | 0.1% | 74 |
|