Balanced Wealth Group’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	–	Sell	-3,245	Closed	-$232K	–	68
2024 Q2	$232K	Sell	3,245 -4,266	-57%	-$305K	0.11%	62
2024 Q1	$538K	Sell	7,511 -8,086	-52%	-$579K	0.24%	45
2023 Q4	$1.15M	Buy	+15,597	New	+$1.15M	0.6%	29