Meridian 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 | $34M | Buy |
461,911
+24,919
| +6% | +$1.83M | 1.45% | 10 |
|
|
2025
Q1 | $32.1M | Buy |
436,992
+78,146
| +22% | +$5.74M | 1.55% | 10 |
|
|
2024
Q4 | $25.8M | Buy |
358,846
+44,554
| +14% | +$3.2M | 1.22% | 13 |
|
|
2024
Q3 | $23.6M | Buy |
+314,292
| New | +$23.6M | 1.16% | 13 |
|
|
2024
Q1 | – | Sell |
-86,990
| Closed | -$6.4M | – | 222 |
|
|
2023
Q4 | $6.4M | Buy |
86,990
+48,817
| +128% | +$3.59M | 0.41% | 52 |
|
|
2023
Q3 | $2.66M | Buy |
38,173
+34,468
| +930% | +$2.41M | 0.16% | 122 |
|
|
2023
Q2 | $269K | Sell |
3,705
-683
| -16% | -$49.6K | 0.02% | 460 |
|
|
2023
Q1 | $324K | Buy |
4,388
+1,271
| +41% | +$93.8K | 0.03% | 409 |
|
|
2022
Q4 | $224K | Sell |
3,117
-259
| -8% | -$18.6K | 0.02% | 467 |
|
|
2022
Q3 | $241K | Sell |
3,376
-2,447
| -42% | -$175K | 0.03% | 414 |
|
|
2022
Q2 | $438K | Buy |
5,823
+2,967
| +104% | +$223K | 0.04% | 376 |
|
|
2022
Q1 | $227K | Sell |
2,856
-271
| -9% | -$21.5K | 0.02% | 354 |
|
|
2021
Q4 | $265K | Sell |
3,127
-254
| -8% | -$21.5K | 0.03% | 337 |
|
|
2021
Q3 | $289K | Buy |
3,381
+24
| +0.7% | +$2.05K | 0.04% | 311 |
|
|
2021
Q2 | $288K | Buy |
3,357
+208
| +7% | +$17.8K | 0.04% | 305 |
|
|
2021
Q1 | $267K | Sell |
3,149
-1,332
| -30% | -$113K | 0.04% | 294 |
|
|
2020
Q4 | $395K | Sell |
4,481
-1,269
| -22% | -$112K | 0.06% | 223 |
|
|
2020
Q3 | $507K | Buy |
5,750
+3,408
| +146% | +$300K | 0.12% | 141 |
|
|
2020
Q2 | $206K | Buy |
+2,342
| New | +$206K | 0.07% | 206 |
|
|
2019
Q3 | – | Sell |
-1,002
| Closed | -$833 | – | 228 |
|
|
2019
Q2 | $833 | Buy |
+1,002
| New | +$833 | 0.03% | 297 |
|