Ownership history in MA Private Wealth · 24 quarters on record
This page tracks every 13F SEC filing in which MA Private Wealth reported a position in VANGUARD BD INDEX FD INC (BND). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 383,342 | -66,312 | -14.7% | 4.74% | $28.4M | $73.60 |
| 2025 Q3 | REDUCED | 449,654 | -11,500 | -2.5% | 5.62% | $33.4M | $72.95 |
| 2025 Q2 | REDUCED | 461,154 | -460,432 | -50.0% | 6.07% | $34.0M | $71.51 |
| 2025 Q1 | REDUCED | 921,586 | -8,863 | -1.0% | 12.73% | $67.7M | $70.64 |
| 2024 Q4 | ADDED | 930,449 | +22,392 | +2.5% | 12.51% | $66.9M | $68.73 |
| 2024 Q3 | REDUCED | 908,057 | -20,249 | -2.2% | 12.75% | $68.2M | $70.91 |
| 2024 Q2 | ADDED | 928,306 | +38,971 | +4.4% | 13.23% | $66.9M | $67.40 |
| 2024 Q1 | REDUCED | 889,335 | -52,281 | -5.6% | 13.09% | $64.6M | $67.33 |
| 2023 Q4 | REDUCED | 941,616 | -62,204 | -6.2% | 14.76% | $69.3M | $67.80 |
| 2023 Q3 | ADDED | 1,003,820 | +146,011 | +17.0% | 16.55% | $70.0M | $63.59 |
As of 2025 Q4 — sorted by position size