MGO Private Wealth’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 | $11.8M | Buy |
159,676
+2,694
| +2% | +$198K | 7.53% | 2 |
|
|
2025
Q1 | $11.5M | Buy |
156,982
+4,747
| +3% | +$349K | 8.13% | 2 |
|
|
2024
Q4 | $10.9M | Buy |
152,235
+16,400
| +12% | +$1.18M | 7.79% | 2 |
|
|
2024
Q3 | $10.2M | Sell |
135,835
-5,902
| -4% | -$443K | 7.26% | 4 |
|
|
2024
Q2 | $10.2M | Buy |
141,737
+10,077
| +8% | +$726K | 6.41% | 4 |
|
|
2024
Q1 | $9.56M | Buy |
131,660
+7,683
| +6% | +$558K | 6% | 4 |
|
|
2023
Q4 | $9.12M | Sell |
123,977
-87,680
| -41% | -$6.45M | 6.27% | 3 |
|
|
2023
Q3 | $14.8M | Buy |
211,657
+13,244
| +7% | +$924K | 11.03% | 2 |
|
|
2023
Q2 | $14.4M | Buy |
198,413
+23,104
| +13% | +$1.68M | 10.86% | 2 |
|
|
2023
Q1 | $12.9M | Buy |
175,309
+21,903
| +14% | +$1.62M | 10.15% | 2 |
|
|
2022
Q4 | $11M | Buy |
153,406
+21,199
| +16% | +$1.52M | 5.03% | 3 |
|
|
2022
Q3 | $9.43M | Buy |
+132,207
| New | +$9.43M | 4.49% | 4 |
|