Mills Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,545
| Closed | -$261K | – | 55 |
|
|
2023
Q4 | $261K | Sell |
3,545
-11,652
| -77% | -$857K | 0.2% | 40 |
|
|
2023
Q3 | $1.06M | Sell |
15,197
-2,304
| -13% | -$161K | 0.85% | 22 |
|
|
2023
Q2 | $1.27M | Sell |
17,501
-427
| -2% | -$31K | 0.97% | 22 |
|
|
2023
Q1 | $1.32M | Sell |
17,928
-139
| -0.8% | -$10.3K | 1.07% | 21 |
|
|
2022
Q4 | $1.3M | Buy |
+18,067
| New | +$1.3M | 1.17% | 21 |
|