MLA
My Legacy Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
+3,313
| New | +$242K | 0.09% | 195 |
|
|
2024
Q3 | – | Sell |
-3,493
| Closed | -$252K | – | 198 |
|
|
2024
Q2 | $252K | Sell |
3,493
-505
| -13% | -$36.4K | 0.08% | 195 |
|
|
2024
Q1 | $290K | Sell |
3,998
-1,762
| -31% | -$128K | 0.1% | 193 |
|
|
2023
Q4 | $422K | Sell |
5,760
-1,301
| -18% | -$95.4K | 0.15% | 161 |
|
|
2023
Q3 | $480K | Sell |
7,061
-10,016
| -59% | -$681K | 0.2% | 142 |
|
|
2023
Q2 | $1.25M | Sell |
17,077
-6,415
| -27% | -$468K | 0.49% | 54 |
|
|
2023
Q1 | $1.74M | Sell |
23,492
-3,190
| -12% | -$236K | 0.74% | 32 |
|
|
2022
Q4 | $1.97M | Sell |
26,682
-18,718
| -41% | -$1.38M | 0.84% | 25 |
|
|
2022
Q3 | $3.18M | Sell |
45,400
-26,015
| -36% | -$1.82M | 1.61% | 7 |
|
|
2022
Q2 | $5.37M | Sell |
71,415
-36,161
| -34% | -$2.72M | 2.68% | 2 |
|
|
2022
Q1 | $8.56M | Buy |
+107,576
| New | +$8.56M | 3.97% | 2 |
|