MMPW
Mitchell McLeod Pugh & Williams’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
22,916
+3,437
| +18% | +$253K | 0.31% | 69 |
|
|
2025
Q1 | $1.43M | Sell |
19,479
-3,612
| -16% | -$265K | 0.3% | 75 |
|
|
2024
Q4 | $1.66M | Buy |
23,091
+2,905
| +14% | +$209K | 0.35% | 59 |
|
|
2024
Q3 | $1.52M | Buy |
20,186
+724
| +4% | +$54.4K | 0.32% | 75 |
|
|
2024
Q2 | $1.4M | Buy |
19,462
+3,685
| +23% | +$266K | 0.32% | 74 |
|
|
2024
Q1 | $1.15M | Sell |
15,777
-2,500
| -14% | -$182K | 0.28% | 85 |
|
|
2023
Q4 | $1.34M | Sell |
18,277
-6,444
| -26% | -$474K | 0.36% | 71 |
|
|
2023
Q3 | $1.73M | Sell |
24,721
-1,296
| -5% | -$90.4K | 0.51% | 44 |
|
|
2023
Q2 | $1.89M | Sell |
26,017
-8,388
| -24% | -$610K | 0.55% | 43 |
|
|
2023
Q1 | $2.54M | Buy |
+34,405
| New | +$2.54M | 0.79% | 26 |
|
|
2022
Q4 | – | Sell |
-9,666
| Closed | -$689K | – | 250 |
|
|
2022
Q3 | $689K | Buy |
+9,666
| New | +$689K | 0.27% | 101 |
|