MWP
MYCIO Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Buy |
+5,425
| New | +$399K | 0.09% | 32 |
|
|
2020
Q1 | – | Sell |
-11,502
| Closed | -$965K | – | 70 |
|
|
2019
Q4 | $965K | Buy |
11,502
+1,483
| +15% | +$124K | 0.06% | 132 |
|
|
2019
Q3 | $846K | Buy |
10,019
+1,117
| +13% | +$94.3K | 0.06% | 128 |
|
|
2019
Q2 | $739K | Buy |
+8,902
| New | +$739K | 0.06% | 133 |
|
|
2016
Q4 | – | Sell |
-95
| Closed | -$8K | – | 273 |
|
|
2016
Q3 | $8K | Hold |
95
| – | – | ﹤0.01% | 595 |
|
|
2016
Q2 | $8K | Hold |
95
| – | – | ﹤0.01% | 585 |
|
|
2016
Q1 | $8K | Hold |
95
| – | – | ﹤0.01% | 545 |
|
|
2015
Q4 | $8K | Hold |
95
| – | – | ﹤0.01% | 557 |
|
|
2015
Q3 | $8K | Hold |
95
| – | – | ﹤0.01% | 589 |
|
|
2015
Q2 | $8K | Hold |
95
| – | – | ﹤0.01% | 543 |
|
|
2015
Q1 | $8K | Hold |
95
| – | – | ﹤0.01% | 502 |
|
|
2014
Q4 | $8K | Hold |
95
| – | – | ﹤0.01% | 483 |
|
|
2014
Q3 | $8K | Hold |
95
| – | – | ﹤0.01% | 469 |
|
|
2014
Q2 | $8K | Sell |
95
-629
| -87% | -$53K | ﹤0.01% | 489 |
|
|
2014
Q1 | $59K | Sell |
724
-5,961
| -89% | -$486K | 0.01% | 239 |
|
|
2013
Q4 | $535K | Buy |
6,685
+19
| +0.3% | +$1.52K | 0.13% | 76 |
|
|
2013
Q3 | $539K | Buy |
6,666
+34
| +0.5% | +$2.75K | 0.15% | 64 |
|
|
2013
Q2 | $536K | Buy |
+6,632
| New | +$536K | 0.15% | 62 |
|