MRWM
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ML&R Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

ML&R Wealth Management’s Portfolio BND Stock Details BND Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-18,049
Closed -$1.33M – 96
2023
Q1 		$1.33M Buy
18,049
+2,395
+15% +$177K 0.36% 25
2022
Q4 		$1.12M Sell
15,654
-12,534
-44% -$900K 0.34% 25
2022
Q3 		$2.01M Buy
+28,188
New +$2.01M 0.68% 12