Mosaic Family Wealth Partners’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 | $16M | Buy |
217,694
+8,378
| +4% | +$617K | 2.04% | 11 |
|
|
2025
Q1 | $15.4M | Buy |
209,316
+12,089
| +6% | +$888K | 2.18% | 12 |
|
|
2024
Q4 | $14.2M | Buy |
197,227
+6,972
| +4% | +$501K | 2.05% | 12 |
|
|
2024
Q3 | $14.3M | Buy |
190,255
+12,854
| +7% | +$965K | 2.12% | 13 |
|
|
2024
Q2 | $12.8M | Buy |
177,401
+8,107
| +5% | +$584K | 2.06% | 14 |
|
|
2024
Q1 | $12.3M | Buy |
169,294
+27,253
| +19% | +$1.98M | 2.02% | 14 |
|
|
2023
Q4 | $10.4M | Buy |
142,041
+483
| +0.3% | +$35.5K | 1.8% | 16 |
|
|
2023
Q3 | $9.88M | Buy |
141,558
+4,373
| +3% | +$305K | 1.98% | 14 |
|
|
2023
Q2 | $9.97M | Sell |
137,185
-1,930
| -1% | -$140K | 1.96% | 14 |
|
|
2023
Q1 | $10.3M | Buy |
139,115
+10,669
| +8% | +$788K | 2.15% | 12 |
|
|
2022
Q4 | $9.23M | Buy |
+128,446
| New | +$9.23M | 2.6% | 8 |
|