Milestone Investment Advisors’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
Q1 | – | Sell |
-1,487
| Closed | -$107K | – | 128 |
|
|
2024
Q4 | $107K | Buy |
1,487
+1,157
| +351% | +$83.2K | 0.03% | 91 |
|
|
2024
Q3 | $24.8K | Hold |
330
| – | – | 0.01% | 109 |
|
|
2024
Q2 | $23.8K | Sell |
330
-90
| -21% | -$6.49K | 0.01% | 109 |
|
|
2024
Q1 | $30.5K | Sell |
420
-370
| -47% | -$26.9K | 0.01% | 106 |
|
|
2023
Q4 | $58.1K | Hold |
790
| – | – | 0.02% | 91 |
|
|
2023
Q3 | $55.1K | Hold |
790
| – | – | 0.02% | 190 |
|
|
2023
Q2 | $57.4K | Buy |
790
+445
| +129% | +$32.3K | 0.02% | 85 |
|
|
2023
Q1 | $25.5K | Buy |
345
+288
| +505% | +$21.3K | 0.01% | 252 |
|
|
2022
Q4 | $4.1K | Buy |
+57
| New | +$4.1K | ﹤0.01% | 115 |
|