Middleton & Co’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
Q1
Sell
-3,390
Closed -$249K 168
2023
Q4
$249K Hold
3,390
0.03% 139
2023
Q3
$237K Buy
+3,390
New +$237K 0.03% 137