Alera Investment Advisors’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
2024
Q3
$545K Hold
7,250
0.06% 128
2024
Q2
$522K Buy
+7,250
New +$522K 0.06% 126
2019
Q2
Sell
-695
Closed -$56K 196
2019
Q1
$56K Buy
695
+366
+111% +$29.5K 0.03% 152
2018
Q4
$26K Buy
+329
New +$26K 0.02% 242