MorganRosel Wealth Management’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
Q3 | $1.19M | Buy |
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|
2025
Q2 | $1.17M | Sell |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $508K | Sell |
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|
2023
Q3 | $562K | Buy |
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|
2023
Q2 | $528K | Sell |
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|
2023
Q1 | $538K | Buy |
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|
2022
Q4 | $509K | Sell |
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|
2022
Q3 | $749K | Buy |
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|
2022
Q2 | $527K | Sell |
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|
2022
Q1 | $863K | Buy |
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|
2021
Q4 | $890K | Buy |
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|
2021
Q3 | $896K | Buy |
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|
2021
Q2 | $865K | Buy |
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|
2021
Q1 | $703K | Buy |
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|
2020
Q4 | $621K | Buy |
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|
2020
Q3 | $583K | Buy |
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|
2020
Q2 | $558K | Buy |
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|
2020
Q1 | $504K | Buy |
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|
2019
Q4 | $440K | Sell |
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|
2019
Q3 | $461K | Buy |
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|
2019
Q2 | $220K | Buy |
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