Milestone Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $316K | Hold |
4,522
| – | – | 0.26% | 51 |
|
|
2023
Q2 | $329K | Hold |
4,522
| – | – | 0.3% | 49 |
|
|
2023
Q1 | $334K | Hold |
4,522
| – | – | 0.31% | 47 |
|
|
2022
Q4 | $325K | Hold |
4,522
| – | – | 0.24% | 49 |
|
|
2022
Q3 | $323K | Hold |
4,522
| – | – | 0.24% | 49 |
|
|
2022
Q2 | $342K | Sell |
4,522
-2,571
| -36% | -$194K | 0.28% | 46 |
|
|
2022
Q1 | $564K | Sell |
7,093
-1,353
| -16% | -$108K | 0.3% | 45 |
|
|
2021
Q4 | $716K | Buy |
8,446
+150
| +2% | +$12.7K | 0.36% | 39 |
|
|
2021
Q3 | $709K | Buy |
8,296
+4,754
| +134% | +$406K | 0.42% | 40 |
|
|
2021
Q2 | $304K | Hold |
3,542
| – | – | 0.16% | 66 |
|
|
2021
Q1 | $300K | Hold |
3,542
| – | – | 0.16% | 53 |
|
|
2020
Q4 | $312K | Sell |
3,542
-986
| -22% | -$86.9K | 0.18% | 46 |
|
|
2020
Q3 | $399K | Sell |
4,528
-3,118
| -41% | -$275K | 0.25% | 37 |
|
|
2020
Q2 | $675K | Buy |
+7,646
| New | +$675K | 0.4% | 28 |
|