Bernardo Wealth Planning’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
Q1
Sell
-7,686
Closed -$651K 92
2021
Q4
$651K Buy
7,686
+136
+2% +$11.5K 0.32% 41
2021
Q3
$645K Sell
7,550
-441
-6% -$37.7K 0.37% 39
2021
Q2
$686K Buy
+7,991
New +$686K 0.41% 41