MPCL
My Personal CFO LLC’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Buy |
9,048
+9
| +0.1% | +$663 | 0.3% | 51 |
|
|
2025
Q1 | $664K | Sell |
9,039
-44
| -0.5% | -$3.23K | 0.33% | 51 |
|
|
2024
Q4 | $653K | Sell |
9,083
-1,239
| -12% | -$89.1K | 0.33% | 52 |
|
|
2024
Q3 | $775K | Sell |
10,322
-5,016
| -33% | -$377K | 0.43% | 48 |
|
|
2024
Q2 | $1.11M | Sell |
15,338
-1,132
| -7% | -$81.6K | 0.59% | 38 |
|
|
2024
Q1 | $1.2M | Buy |
16,470
+179
| +1% | +$13K | 0.69% | 40 |
|
|
2023
Q4 | $1.2M | Sell |
16,291
-11,487
| -41% | -$845K | 0.78% | 34 |
|
|
2023
Q3 | $1.94M | Sell |
27,778
-4,120
| -13% | -$287K | 1.57% | 18 |
|
|
2023
Q2 | $2.32M | Buy |
31,898
+2,747
| +9% | +$200K | 1.82% | 14 |
|
|
2023
Q1 | $2.15M | Buy |
29,151
+25,026
| +607% | +$1.85M | 1.84% | 14 |
|
|
2022
Q4 | $1.35M | Sell |
4,125
-38,864
| -90% | -$12.7M | 1.25% | 20 |
|
|
2022
Q3 | $3.07M | Buy |
42,989
+16,742
| +64% | +$1.19M | 4.66% | 4 |
|
|
2022
Q2 | $1.98M | Buy |
26,247
+1,377
| +6% | +$104K | 2.53% | 11 |
|
|
2022
Q1 | $1.98M | Sell |
24,870
-6,277
| -20% | -$499K | 2.05% | 12 |
|
|
2021
Q4 | $2.64M | Buy |
+31,147
| New | +$2.64M | 2.3% | 10 |
|