Meritas 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 | $4.82M | Buy |
65,406
+4,993
| +8% | +$368K | 2.65% | 12 |
|
|
2025
Q1 | $4.44M | Buy |
60,413
+18,160
| +43% | +$1.33M | 2.6% | 11 |
|
|
2024
Q4 | $3.04M | Buy |
42,253
+10,208
| +32% | +$734K | 1.83% | 12 |
|
|
2024
Q3 | $2.41M | Buy |
32,045
+8
| +0% | +$601 | 1.49% | 13 |
|
|
2024
Q2 | $2.31M | Buy |
32,037
+1,111
| +4% | +$80K | 1.63% | 12 |
|
|
2024
Q1 | $2.25M | Buy |
30,926
+5,060
| +20% | +$368K | 1.56% | 12 |
|
|
2023
Q4 | $1.9M | Buy |
25,866
+256
| +1% | +$18.8K | 1.43% | 12 |
|
|
2023
Q3 | $1.79M | Buy |
25,610
+1,342
| +6% | +$93.6K | 1.37% | 11 |
|
|
2023
Q2 | $1.76M | Buy |
24,268
+3,095
| +15% | +$225K | 1.32% | 11 |
|
|
2023
Q1 | $1.56M | Buy |
21,173
+13,038
| +160% | +$963K | 1.23% | 11 |
|
|
2022
Q4 | $584K | Buy |
+8,135
| New | +$584K | 0.48% | 23 |
|