Moulton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,996
| Closed | -$657K | – | 25 |
|
|
2023
Q4 | $657K | Sell |
8,996
-40
| -0.4% | -$2.92K | 0.84% | 14 |
|
|
2023
Q3 | $629K | Sell |
9,036
-3,763
| -29% | -$262K | 0.93% | 15 |
|
|
2023
Q2 | $930K | Sell |
12,799
-325
| -2% | -$23.6K | 1.65% | 11 |
|
|
2023
Q1 | $971K | Sell |
13,124
-54
| -0.4% | -$3.99K | 2.14% | 9 |
|
|
2022
Q4 | $969K | Sell |
13,178
-5,925
| -31% | -$435K | 3.31% | 8 |
|
|
2022
Q3 | $1.36M | Sell |
19,103
-81,751
| -81% | -$5.83M | 8.57% | 4 |
|
|
2022
Q2 | $7.99M | Hold |
100,854
| – | – | 8.31% | 3 |
|
|
2022
Q1 | $7.99M | Sell |
100,854
-50,791
| -33% | -$4.02M | 8.31% | 3 |
|
|
2021
Q4 | $12.8M | Buy |
151,645
+146,967
| +3,142% | +$12.4M | 9.33% | 4 |
|
|
2021
Q3 | $400K | Sell |
4,678
-294
| -6% | -$25.1K | 0.3% | 28 |
|
|
2021
Q2 | $427K | Sell |
4,972
-229
| -4% | -$19.7K | 0.31% | 34 |
|
|
2021
Q1 | $442K | Buy |
5,201
+139
| +3% | +$11.8K | 0.33% | 34 |
|
|
2020
Q4 | $441K | Buy |
5,062
+73
| +1% | +$6.36K | 0.36% | 19 |
|
|
2020
Q3 | $439K | Buy |
4,989
+35
| +0.7% | +$3.08K | 0.48% | 12 |
|
|
2020
Q2 | $438K | Buy |
4,954
+20
| +0.4% | +$1.77K | 0.55% | 12 |
|
|
2020
Q1 | $432K | Sell |
4,934
-409,637
| -99% | -$35.9M | 0.71% | 10 |
|
|
2019
Q4 | $34.9M | Buy |
+414,571
| New | +$34.9M | 28.88% | 1 |
|