Aegis Wealth Management’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
2025
Q2
$1.62M Sell
22,110
-289
-1% -$21.2K 0.97% 31
2025
Q1
$1.65M Buy
22,399
+3,386
+18% +$249K 0.97% 31
2024
Q4
$1.37M Buy
+19,013
New +$1.37M 0.92% 30