Cherry Tree Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.7M	Buy	280,718 +8,532	+3%	+$633K	4.37%	3
2025 Q4	$20.2M	Buy	272,186 +2,952	+1%	+$220K	4.26%	2
2025 Q3	$20M	Sell	269,234 -4,762	-2%	-$351K	4.4%	2
2025 Q2	$20.2M	Sell	273,996 -9,610	-3%	-$699K	4.69%	2
2025 Q1	$20.8M	Buy	283,606 +4,844	+2%	+$352K	5.02%	2
2024 Q4	$20M	Sell	278,762 -1,886	-0.7%	-$138K	4.96%	2
2024 Q3	$21.1M	Sell	280,648 -1,586	-0.6%	-$117K	5%	2
2024 Q2	$20.3M	Buy	282,234 +265	+0.1%	+$19K	5.11%	2
2024 Q1	$20.5M	Buy	281,969 +6,916	+3%	+$502K	5.15%	2
2023 Q4	$20.2M	Buy	275,053 +13,028	+5%	+$920K	5.41%	2
2023 Q3	$18.3M	Buy	262,025 +22,386	+9%	+$1.6M	5.36%	3
2023 Q2	$17.4M	Buy	+239,639	New	+$17.6M	5.07%	3