Miller Equity Capital 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 | $232K | Sell |
3,160
-151,667
| -98% | -$11.1M | 16.04% | 3 |
|
|
2024
Q4 | $11.1M | Buy |
154,827
+1,360
| +0.9% | +$97.8K | 4.25% | 5 |
|
|
2024
Q3 | $11.5M | Buy |
153,467
+430
| +0.3% | +$32.3K | 4.5% | 5 |
|
|
2024
Q2 | $11M | Buy |
153,037
+230
| +0.2% | +$16.6K | 4.59% | 5 |
|
|
2024
Q1 | $11.1M | Buy |
152,807
+26,379
| +21% | +$1.92M | 4.58% | 5 |
|
|
2023
Q4 | $9.3M | Buy |
126,428
+7,850
| +7% | +$577K | 4.2% | 5 |
|
|
2023
Q3 | $8.27M | Buy |
118,578
+1,351
| +1% | +$94.3K | 4.29% | 4 |
|
|
2023
Q2 | $8.52M | Buy |
117,227
+16,865
| +17% | +$1.23M | 4.32% | 4 |
|
|
2023
Q1 | $7.41M | Buy |
100,362
+45,017
| +81% | +$3.32M | 4.14% | 4 |
|
|
2022
Q4 | $3.98M | Buy |
55,345
+18,973
| +52% | +$1.36M | 2.58% | 9 |
|
|
2022
Q3 | $2.59M | Sell |
36,372
-5
| -0% | -$357 | 1.9% | 17 |
|
|
2022
Q2 | $2.74M | Sell |
36,377
-150
| -0.4% | -$11.3K | 2.34% | 12 |
|
|
2022
Q1 | $2.91M | Buy |
36,527
+1,140
| +3% | +$90.7K | 2.46% | 13 |
|
|
2021
Q4 | $3M | Buy |
35,387
+3,835
| +12% | +$325K | 2.79% | 10 |
|
|
2021
Q3 | $2.7M | Buy |
31,552
+1,530
| +5% | +$131K | 2.65% | 11 |
|
|
2021
Q2 | $2.58M | Buy |
30,022
+1,925
| +7% | +$165K | 2.66% | 12 |
|
|
2021
Q1 | $2.38M | Buy |
28,097
+570
| +2% | +$48.3K | 2.98% | 9 |
|
|
2020
Q4 | $2.43M | Buy |
27,527
+2,710
| +11% | +$239K | 3.24% | 8 |
|
|
2020
Q3 | $2.19M | Buy |
24,817
+1,320
| +6% | +$116K | 3.3% | 7 |
|
|
2020
Q2 | $2.08M | Hold |
23,497
| – | – | 3.37% | 6 |
|
|
2020
Q1 | $2.01M | Sell |
23,497
-4,285
| -15% | -$366K | 3.76% | 6 |
|
|
2019
Q4 | $2.33M | Buy |
+27,782
| New | +$2.33M | 2.98% | 6 |
|