MidAtlantic Capital 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 | $438K | Buy |
5,951
+207
| +4% | +$15.2K | 0.31% | 63 |
|
2025
Q1 | $422K | Hold |
5,744
| – | – | 0.33% | 61 |
|
2024
Q4 | $413K | Buy |
5,744
+163
| +3% | +$11.7K | 0.3% | 60 |
|
2024
Q3 | $419K | Hold |
5,581
| – | – | 0.31% | 63 |
|
2024
Q2 | $402K | Buy |
5,581
+1,127
| +25% | +$81.2K | 0.34% | 58 |
|
2024
Q1 | $323K | Sell |
4,454
-5,096
| -53% | -$370K | 0.28% | 64 |
|
2023
Q4 | $702K | Buy |
+9,550
| New | +$702K | 0.68% | 38 |
|