MSH Capital Advisors’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 | – | Sell |
-2,757
| Closed | -$202K | – | 244 |
|
|
2025
Q1 | $202K | Sell |
2,757
-898
| -25% | -$66K | 0.06% | 226 |
|
|
2024
Q4 | $263K | Sell |
3,655
-531
| -13% | -$38.2K | 0.08% | 202 |
|
|
2024
Q3 | $314K | Sell |
4,186
-1,552
| -27% | -$117K | 0.1% | 186 |
|
|
2024
Q2 | $413K | Sell |
5,738
-4,859
| -46% | -$350K | 0.14% | 154 |
|
|
2024
Q1 | $770K | Sell |
10,597
-56
| -0.5% | -$4.07K | 0.27% | 99 |
|
|
2023
Q4 | $784K | Buy |
10,653
+2,074
| +24% | +$153K | 0.29% | 97 |
|
|
2023
Q3 | $599K | Sell |
8,579
-1,073
| -11% | -$74.9K | 0.23% | 108 |
|
|
2023
Q2 | $702K | Sell |
9,652
-474
| -5% | -$34.5K | 0.26% | 104 |
|
|
2023
Q1 | $748K | Buy |
10,126
+419
| +4% | +$30.9K | 0.32% | 93 |
|
|
2022
Q4 | $697K | Sell |
9,707
-2,303
| -19% | -$165K | 0.32% | 94 |
|
|
2022
Q3 | $857K | Buy |
12,010
+2,003
| +20% | +$143K | 0.42% | 79 |
|
|
2022
Q2 | $753K | Buy |
10,007
+1,328
| +15% | +$99.9K | 0.35% | 88 |
|
|
2022
Q1 | $690K | Buy |
8,679
+4,264
| +97% | +$339K | 0.28% | 94 |
|
|
2021
Q4 | $374K | Buy |
+4,415
| New | +$374K | 0.17% | 127 |
|