MinichMacGregor Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-193
| Closed | -$13.9K | – | 158 |
|
|
2022
Q4 | $13.9K | Buy |
+193
| New | +$13.9K | 0.01% | 377 |
|
|
2022
Q1 | – | Sell |
-6,695
| Closed | -$567K | – | 90 |
|
|
2021
Q4 | $567K | Buy |
6,695
+3,599
| +116% | +$305K | 0.17% | 56 |
|
|
2021
Q3 | $264K | Buy |
3,096
+614
| +25% | +$52.4K | 0.09% | 70 |
|
|
2021
Q2 | $213K | Buy |
+2,482
| New | +$213K | 0.07% | 74 |
|
|
2018
Q4 | – | Sell |
-256
| Closed | -$20K | – | 144 |
|
|
2018
Q3 | $20K | Hold |
256
| – | – | 0.01% | 215 |
|
|
2018
Q2 | $20K | Hold |
256
| – | – | 0.01% | 215 |
|
|
2018
Q1 | $20K | Sell |
256
-278
| -52% | -$21.7K | 0.02% | 209 |
|
|
2017
Q4 | $43K | Hold |
534
| – | – | 0.03% | 121 |
|
|
2017
Q3 | $43K | Hold |
534
| – | – | 0.04% | 113 |
|
|
2017
Q2 | $43K | Hold |
534
| – | – | 0.04% | 106 |
|
|
2017
Q1 | $43K | Buy |
534
+63
| +13% | +$5.07K | 0.04% | 110 |
|
|
2016
Q4 | $38K | Sell |
471
-30
| -6% | -$2.42K | 0.04% | 125 |
|
|
2016
Q3 | $42K | Hold |
501
| – | – | 0.04% | 125 |
|
|
2016
Q2 | $42K | Hold |
501
| – | – | 0.04% | 120 |
|
|
2016
Q1 | $41K | Sell |
501
-45
| -8% | -$3.68K | 0.04% | 119 |
|
|
2015
Q4 | $44K | Buy |
+546
| New | +$44K | 0.04% | 112 |
|