Meridian Wealth Partners’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 | $1.4M | Buy |
18,995
+624
| +3% | +$45.9K | 0.2% | 39 |
|
|
2025
Q1 | $1.35M | Buy |
18,371
+222
| +1% | +$16.3K | 0.22% | 37 |
|
|
2024
Q4 | $1.31M | Buy |
18,149
+1,050
| +6% | +$75.5K | 0.2% | 40 |
|
|
2024
Q3 | $1.28M | Sell |
17,099
-557
| -3% | -$41.8K | 0.2% | 41 |
|
|
2024
Q2 | $1.27M | Sell |
17,656
-28
| -0.2% | -$2.02K | 0.22% | 37 |
|
|
2024
Q1 | $1.28M | Sell |
17,684
-1,195
| -6% | -$86.8K | 0.23% | 36 |
|
|
2023
Q4 | $1.39M | Buy |
18,879
+630
| +3% | +$46.3K | 0.27% | 29 |
|
|
2023
Q3 | $1.27M | Buy |
18,249
+2,089
| +13% | +$146K | 0.27% | 30 |
|
|
2023
Q2 | $1.17M | Buy |
16,160
+12,643
| +359% | +$919K | 0.24% | 30 |
|
|
2023
Q1 | $260K | Buy |
3,517
+142
| +4% | +$10.5K | 0.06% | 78 |
|
|
2022
Q4 | $242K | Sell |
3,375
-239
| -7% | -$17.2K | 0.06% | 75 |
|
|
2022
Q3 | $258K | Sell |
3,614
-171
| -5% | -$12.2K | 0.06% | 66 |
|
|
2022
Q2 | $285K | Sell |
3,785
-892
| -19% | -$67.2K | 0.07% | 61 |
|
|
2022
Q1 | $372K | Buy |
4,677
+201
| +4% | +$16K | 0.08% | 52 |
|
|
2021
Q4 | $379K | Buy |
4,476
+17
| +0.4% | +$1.44K | 0.08% | 52 |
|
|
2021
Q3 | $381K | Buy |
4,459
+105
| +2% | +$8.97K | 0.08% | 47 |
|
|
2021
Q2 | $374K | Buy |
4,354
+80
| +2% | +$6.87K | 0.09% | 48 |
|
|
2021
Q1 | $362K | Buy |
4,274
+427
| +11% | +$36.2K | 0.11% | 45 |
|
|
2020
Q4 | $339K | Buy |
3,847
+298
| +8% | +$26.3K | 0.14% | 43 |
|
|
2020
Q3 | $313K | Sell |
3,549
-1,451
| -29% | -$128K | 0.16% | 39 |
|
|
2020
Q2 | $442K | Sell |
5,000
-494
| -9% | -$43.7K | 0.24% | 34 |
|
|
2020
Q1 | $469K | Sell |
5,494
-2,199
| -29% | -$188K | 0.28% | 30 |
|
|
2019
Q4 | $645K | Buy |
+7,693
| New | +$645K | 0.4% | 27 |
|