Moulton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $657K | Sell |
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|
2023
Q3 | $629K | Sell |
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|
2023
Q2 | $930K | Sell |
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|
2023
Q1 | $971K | Sell |
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|
2022
Q4 | $969K | Sell |
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|
2022
Q3 | $1.36M | Sell |
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|
2022
Q2 | $7.99M | Hold |
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|
2022
Q1 | $7.99M | Sell |
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|
2021
Q4 | $12.8M | Buy |
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|
2021
Q3 | $400K | Sell |
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|
2021
Q2 | $427K | Sell |
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|
2021
Q1 | $442K | Buy |
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|
2020
Q4 | $441K | Buy |
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|
2020
Q3 | $439K | Buy |
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|
2020
Q2 | $438K | Buy |
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|
2020
Q1 | $432K | Sell |
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|
2019
Q4 | $34.9M | Buy |
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