Morton Brown Family Wealth’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 | $663 | Hold |
9
| – | – | ﹤0.01% | 291 |
|
|
2025
Q1 | $661 | Hold |
9
| – | – | ﹤0.01% | 296 |
|
|
2024
Q4 | $647 | Buy |
9
+3
| +50% | +$216 | ﹤0.01% | 255 |
|
|
2024
Q3 | $451 | Sell |
6
-5,700
| -100% | -$428K | ﹤0.01% | 253 |
|
|
2024
Q2 | $416K | Buy |
5,706
+5,700
| +95,000% | +$416K | 0.16% | 35 |
|
|
2024
Q1 | $436 | Sell |
6
-745
| -99% | -$54.1K | ﹤0.01% | 206 |
|
|
2023
Q4 | $55.2K | Buy |
751
+669
| +816% | +$49.2K | 0.02% | 95 |
|
|
2023
Q3 | $5.72K | Hold |
82
| – | – | ﹤0.01% | 146 |
|
|
2023
Q2 | $5.96K | Hold |
82
| – | – | ﹤0.01% | 139 |
|
|
2023
Q1 | $6.05K | Hold |
82
| – | – | ﹤0.01% | 154 |
|
|
2022
Q4 | $5.89K | Hold |
82
| – | – | ﹤0.01% | 131 |
|
|
2022
Q3 | $6K | Hold |
82
| – | – | ﹤0.01% | 134 |
|
|
2022
Q2 | $6K | Hold |
82
| – | – | ﹤0.01% | 133 |
|
|
2022
Q1 | $7K | Hold |
82
| – | – | 0.01% | 112 |
|
|
2021
Q4 | $7K | Buy |
+82
| New | +$7K | 0.01% | 129 |
|