Aprio 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
2021
Q4
Sell
-3,442
Closed -$294K 78
2021
Q3
$294K Sell
3,442
-548
-14% -$46.8K 0.13% 57
2021
Q2
$343K Buy
+3,990
New +$343K 0.16% 50