Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,166
| Closed | -$238K | – | 212 |
|
|
2024
Q3 | $238K | Buy |
+3,166
| New | +$238K | 0.01% | 197 |
|
|
2023
Q3 | – | Sell |
-90,699
| Closed | -$6.59M | – | 190 |
|
|
2023
Q2 | $6.59M | Sell |
90,699
-2,725
| -3% | -$198K | 0.32% | 40 |
|
|
2023
Q1 | $6.9M | Buy |
+93,424
| New | +$6.9M | 0.36% | 37 |
|
|
2021
Q4 | – | Sell |
-56,460
| Closed | -$4.83M | – | 209 |
|
|
2021
Q3 | $4.83M | Buy |
56,460
+1,043
| +2% | +$89.1K | 0.4% | 41 |
|
|
2021
Q2 | $4.76M | Buy |
+55,417
| New | +$4.76M | 0.41% | 44 |
|
|
2016
Q4 | – | Sell |
-2,636
| Closed | -$222K | – | 127 |
|
|
2016
Q3 | $222K | Buy |
+2,636
| New | +$222K | 0.05% | 124 |
|