Monterey Private Wealth’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $744K | Buy |
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|
2024
Q4 | $706K | Buy |
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|
2024
Q3 | $701K | Buy |
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|
2024
Q2 | $651K | Buy |
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|
2024
Q1 | $638K | Buy |
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|
2023
Q4 | $619K | Buy |
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|
2023
Q3 | $501K | Buy |
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|
2023
Q2 | $512K | Sell |
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|
2023
Q1 | $580K | Buy |
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|
2022
Q4 | $348K | Buy |
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|
2022
Q3 | $337K | Buy |
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|
2022
Q2 | $354K | Sell |
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|
2022
Q1 | $584K | Sell |
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|
2021
Q4 | $3.48M | Buy |
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|
2021
Q3 | $1.96M | Buy |
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|
2021
Q2 | $1.7M | Buy |
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|
2021
Q1 | $1.67M | Buy |
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|
2020
Q4 | $1.51M | Buy |
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|
2020
Q3 | $1.5M | Buy |
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|
2020
Q2 | $989K | Buy |
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