Milestone Advisory Partners’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $316K | Hold |
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|
2023
Q2 | $329K | Hold |
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|
2023
Q1 | $334K | Hold |
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|
2022
Q4 | $325K | Hold |
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|
2022
Q3 | $323K | Hold |
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|
2022
Q2 | $342K | Sell |
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|
2022
Q1 | $564K | Sell |
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|
2021
Q4 | $716K | Buy |
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|
2021
Q3 | $709K | Buy |
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|
2021
Q2 | $304K | Hold |
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|
2021
Q1 | $300K | Hold |
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|
2020
Q4 | $312K | Sell |
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|
2020
Q3 | $399K | Sell |
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|
2020
Q2 | $675K | Buy |
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