Aspire 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
2022
Q4
Sell
-4,889
Closed -$349K 194
2022
Q3
$349K Hold
4,889
0.33% 54
2022
Q2
$368K Sell
4,889
-311
-6% -$23.4K 0.34% 56
2022
Q1
$414K Sell
5,200
-83
-2% -$6.61K 0.33% 53
2021
Q4
$448K Buy
+5,283
New +$448K 0.36% 47