MorganRosel Wealth Management’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 | $1.17M | Sell |
15,852
-496
| -3% | -$36.5K | 0.32% | 55 |
|
|
2025
Q1 | $1.2M | Buy |
16,348
+1,034
| +7% | +$75.9K | 0.36% | 49 |
|
|
2024
Q4 | $1.1M | Buy |
15,314
+766
| +5% | +$55.1K | 0.36% | 50 |
|
|
2024
Q3 | $1.09M | Buy |
14,548
+55
| +0.4% | +$4.13K | 0.36% | 52 |
|
|
2024
Q2 | $1.04M | Buy |
14,493
+206
| +1% | +$14.8K | 0.37% | 49 |
|
|
2024
Q1 | $1.04M | Buy |
14,287
+7,377
| +107% | +$536K | 0.37% | 51 |
|
|
2023
Q4 | $508K | Sell |
6,910
-1,147
| -14% | -$84.4K | 0.2% | 71 |
|
|
2023
Q3 | $562K | Buy |
8,057
+795
| +11% | +$55.5K | 0.23% | 70 |
|
|
2023
Q2 | $528K | Sell |
7,262
-23
| -0.3% | -$1.67K | 0.22% | 74 |
|
|
2023
Q1 | $538K | Buy |
7,285
+196
| +3% | +$14.5K | 0.23% | 71 |
|
|
2022
Q4 | $509K | Sell |
7,089
-3,414
| -33% | -$245K | 0.23% | 72 |
|
|
2022
Q3 | $749K | Buy |
10,503
+3,506
| +50% | +$250K | 0.38% | 52 |
|
|
2022
Q2 | $527K | Sell |
6,997
-3,849
| -35% | -$290K | 0.28% | 64 |
|
|
2022
Q1 | $863K | Buy |
10,846
+340
| +3% | +$27.1K | 0.42% | 47 |
|
|
2021
Q4 | $890K | Buy |
10,506
+25
| +0.2% | +$2.12K | 0.43% | 46 |
|
|
2021
Q3 | $896K | Buy |
10,481
+412
| +4% | +$35.2K | 0.49% | 36 |
|
|
2021
Q2 | $865K | Buy |
10,069
+1,769
| +21% | +$152K | 0.49% | 41 |
|
|
2021
Q1 | $703K | Buy |
8,300
+1,262
| +18% | +$107K | 0.44% | 48 |
|
|
2020
Q4 | $621K | Buy |
7,038
+433
| +7% | +$38.2K | 0.44% | 47 |
|
|
2020
Q3 | $583K | Buy |
6,605
+288
| +5% | +$25.4K | 0.47% | 42 |
|
|
2020
Q2 | $558K | Buy |
6,317
+408
| +7% | +$36K | 0.52% | 42 |
|
|
2020
Q1 | $504K | Buy |
5,909
+660
| +13% | +$56.3K | 0.57% | 38 |
|
|
2019
Q4 | $440K | Sell |
5,249
-207
| -4% | -$17.4K | 0.33% | 57 |
|
|
2019
Q3 | $461K | Buy |
5,456
+2,804
| +106% | +$237K | 0.38% | 54 |
|
|
2019
Q2 | $220K | Buy |
+2,652
| New | +$220K | 0.18% | 66 |
|