3Chopt Investment Partners’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
2023
Q3
Sell
-23,637
Closed -$1.72M 73
2023
Q2
$1.72M Buy
23,637
+9,319
+65% +$677K 0.86% 34
2023
Q1
$1.06M Buy
14,318
+6,086
+74% +$449K 0.56% 54
2022
Q4
$591K Buy
+8,232
New +$591K 0.32% 74