MN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
19,293
-334
| -2% | -$24.6K | 0.83% | 24 |
|
|
2025
Q1 | $1.44M | Sell |
19,627
-788
| -4% | -$57.9K | 0.85% | 25 |
|
|
2024
Q4 | $1.47M | Sell |
20,415
-3,882
| -16% | -$279K | 0.83% | 29 |
|
|
2024
Q3 | $1.82M | Sell |
24,297
-818
| -3% | -$61.4K | 1.04% | 23 |
|
|
2024
Q2 | $1.81M | Buy |
25,115
+151
| +0.6% | +$10.9K | 1.05% | 22 |
|
|
2024
Q1 | $1.81M | Sell |
24,964
-586
| -2% | -$42.6K | 1.12% | 20 |
|
|
2023
Q4 | $1.88M | Buy |
+25,550
| New | +$1.88M | 1.29% | 17 |
|