Charis Legacy Partners’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
2025
Q2
$3.35M Buy
45,513
+1,604
+4% +$118K 5.52% 5
2025
Q1
$3.23M Sell
43,909
-12,785
-23% -$939K 6.11% 5
2024
Q4
$4.08M Buy
+56,694
New +$4.08M 8.32% 5