MAWCM
Mine & Arao Wealth Creation & Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Hold |
4,329
| – | – | 0.14% | 59 |
|
|
2025
Q1 | $318K | Hold |
4,329
| – | – | 0.16% | 57 |
|
|
2024
Q4 | $311K | Buy |
4,329
+562
| +15% | +$40.4K | 0.14% | 58 |
|
|
2024
Q3 | $283K | Hold |
3,767
| – | – | 0.13% | 66 |
|
|
2024
Q2 | $271K | Hold |
3,767
| – | – | 0.13% | 62 |
|
|
2024
Q1 | $274K | Hold |
3,767
| – | – | 0.14% | 64 |
|
|
2023
Q4 | $277K | Hold |
3,767
| – | – | 0.15% | 62 |
|
|
2023
Q3 | $263K | Hold |
3,767
| – | – | 0.16% | 59 |
|
|
2023
Q2 | $274K | Hold |
3,767
| – | – | 0.16% | 59 |
|
|
2023
Q1 | $278K | Hold |
3,767
| – | – | 0.18% | 60 |
|
|
2022
Q4 | $271K | Hold |
3,767
| – | – | 0.2% | 56 |
|
|
2022
Q3 | $269K | Hold |
3,767
| – | – | 0.2% | 55 |
|
|
2022
Q2 | $284K | Sell |
3,767
-25,655
| -87% | -$1.93M | 0.2% | 56 |
|
|
2022
Q1 | $2.34M | Sell |
29,422
-47,170
| -62% | -$3.75M | 1.37% | 11 |
|
|
2021
Q4 | $6.49M | Buy |
76,592
+1,209
| +2% | +$102K | 3.58% | 6 |
|
|
2021
Q3 | $6.44M | Sell |
75,383
-4,571
| -6% | -$391K | 3.86% | 6 |
|
|
2021
Q2 | $6.87M | Sell |
79,954
-17,397
| -18% | -$1.49M | 4.15% | 6 |
|
|
2021
Q1 | $8.25M | Buy |
97,351
+18,714
| +24% | +$1.59M | 5.5% | 5 |
|
|
2020
Q4 | $6.94M | Buy |
78,637
+15,747
| +25% | +$1.39M | 4.98% | 6 |
|
|
2020
Q3 | $5.55M | Buy |
62,890
+33,179
| +112% | +$2.93M | 4.57% | 6 |
|
|
2020
Q2 | $2.63M | Buy |
29,711
+25,854
| +670% | +$2.28M | 2.46% | 6 |
|
|
2020
Q1 | $329K | Hold |
3,857
| – | – | 0.38% | 41 |
|
|
2019
Q4 | $323K | Buy |
+3,857
| New | +$323K | 0.3% | 45 |
|