MWP
Moller Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-177,377
| Closed | -$13M | – | 52 |
|
|
2023
Q4 | $13M | Buy |
177,377
+17,584
| +11% | +$1.29M | 3.68% | 11 |
|
|
2023
Q3 | $11.2M | Sell |
159,793
-5,244
| -3% | -$366K | 3.54% | 12 |
|
|
2023
Q2 | $12M | Sell |
165,037
-1,578
| -0.9% | -$115K | 3.66% | 11 |
|
|
2023
Q1 | $12.3M | Buy |
166,615
+6,282
| +4% | +$464K | 3.79% | 11 |
|
|
2022
Q4 | $11.5M | Buy |
160,333
+7,475
| +5% | +$537K | 3.7% | 11 |
|
|
2022
Q3 | $10.9M | Sell |
152,858
-745
| -0.5% | -$53.1K | 3.93% | 10 |
|
|
2022
Q2 | $11.6M | Buy |
153,603
+6,275
| +4% | +$472K | 3.92% | 10 |
|
|
2022
Q1 | $11.7M | Buy |
147,328
+10,315
| +8% | +$820K | 3.64% | 10 |
|
|
2021
Q4 | $11.6M | Buy |
137,013
+138
| +0.1% | +$11.7K | 3.71% | 10 |
|
|
2021
Q3 | $11.7M | Sell |
136,875
-548
| -0.4% | -$46.8K | 3.87% | 10 |
|
|
2021
Q2 | $11.8M | Buy |
137,423
+5,070
| +4% | +$435K | 3.88% | 9 |
|
|
2021
Q1 | $11.2M | Buy |
132,353
+29,357
| +29% | +$2.49M | 3.91% | 9 |
|
|
2020
Q4 | $9.08M | Buy |
102,996
+4,296
| +4% | +$379K | 3.76% | 9 |
|
|
2020
Q3 | $8.71M | Sell |
98,700
-1,587
| -2% | -$140K | 3.9% | 10 |
|
|
2020
Q2 | $8.86M | Buy |
100,287
+6,732
| +7% | +$595K | 3.87% | 10 |
|
|
2020
Q1 | $7.99M | Sell |
93,555
-30,489
| -25% | -$2.6M | 4.13% | 11 |
|
|
2019
Q4 | $10.4M | Sell |
124,044
-1,109
| -0.9% | -$93K | 4.61% | 10 |
|
|
2019
Q3 | $10.6M | Sell |
125,153
-5,159
| -4% | -$436K | 5.11% | 9 |
|
|
2019
Q2 | $10.8M | Buy |
130,312
+67,731
| +108% | +$5.63M | 5.55% | 9 |
|
|
2019
Q1 | $5.08M | Buy |
62,581
+35,062
| +127% | +$2.85M | 2.28% | 14 |
|
|
2018
Q4 | $2.18M | Buy |
27,519
+1,165
| +4% | +$92.3K | 1.42% | 15 |
|
|
2018
Q3 | $2.07M | Buy |
26,354
+314
| +1% | +$24.7K | 0.91% | 16 |
|
|
2018
Q2 | $2.06M | Buy |
26,040
+61
| +0.2% | +$4.83K | 0.8% | 19 |
|
|
2018
Q1 | $2.08M | Buy |
25,979
+196
| +0.8% | +$15.7K | 0.9% | 18 |
|
|
2017
Q4 | $2.1M | Buy |
25,783
+948
| +4% | +$77.3K | 0.8% | 18 |
|
|
2017
Q3 | $2.04M | Buy |
24,835
+3,320
| +15% | +$272K | 0.78% | 18 |
|
|
2017
Q2 | $1.76M | Buy |
21,515
+806
| +4% | +$66K | 0.74% | 19 |
|
|
2017
Q1 | $1.68M | Buy |
20,709
+2,999
| +17% | +$243K | 0.73% | 20 |
|
|
2016
Q4 | $1.43M | Buy |
17,710
+1,296
| +8% | +$105K | 0.71% | 18 |
|
|
2016
Q3 | $1.38M | Sell |
16,414
-106
| -0.6% | -$8.92K | 0.64% | 21 |
|
|
2016
Q2 | $1.39M | Sell |
16,520
-168,858
| -91% | -$14.2M | 0.68% | 21 |
|
|
2016
Q1 | $15.4M | Sell |
185,378
-8,244
| -4% | -$683K | 9.01% | 5 |
|
|
2015
Q4 | $15.6M | Sell |
193,622
-1,294
| -0.7% | -$105K | 8.62% | 3 |
|
|
2015
Q3 | $16M | Buy |
194,916
+186,003
| +2,087% | +$15.2M | 14.8% | 1 |
|
|
2015
Q2 | $724K | Buy |
8,913
+24
| +0.3% | +$1.95K | 0.33% | 29 |
|
|
2015
Q1 | $741K | Sell |
8,889
-89
| -1% | -$7.42K | 0.34% | 28 |
|
|
2014
Q4 | $739K | Sell |
8,978
-243
| -3% | -$20K | 0.37% | 28 |
|
|
2014
Q3 | $755K | Sell |
9,221
-4,189
| -31% | -$343K | 0.36% | 31 |
|
|
2014
Q2 | $1.1M | Buy |
13,410
+2,396
| +22% | +$197K | 0.5% | 26 |
|
|
2014
Q1 | $894K | Sell |
11,014
-3,388
| -24% | -$275K | 0.46% | 29 |
|
|
2013
Q4 | $1.15M | Sell |
14,402
-5,056
| -26% | -$405K | 0.62% | 25 |
|
|
2013
Q3 | $1.57M | Sell |
19,458
-8,152
| -30% | -$659K | 0.99% | 20 |
|
|
2013
Q2 | $2.23M | Buy |
+27,610
| New | +$2.23M | 1.63% | 13 |
|