Congress 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
2025 Q2	$72.5M	Buy	984,103 +941,998	+2,237%	+$68.5M	0.7%	19
2025 Q1	$3.09M	Buy	42,105 +4,029	+11%	+$292K	0.04%	407
2024 Q4	$2.74M	Sell	38,076 -3,090	-8%	-$226K	0.04%	364
2024 Q3	$3.09M	Buy	41,166 +9,777	+31%	+$724K	0.04%	364
2024 Q2	$2.26M	Sell	31,389 -1,003	-3%	-$71.8K	0.04%	338
2024 Q1	$2.35M	Buy	32,392 +603	+2%	+$43.8K	0.04%	298
2023 Q4	$2.34M	Buy	31,789 +1,687	+6%	+$119K	0.04%	298
2023 Q3	$2.1M	Buy	+30,102	New	+$2.15M	0.04%	297
2023 Q2	–	Sell	-5,483	Closed	-$405K	–	557
2023 Q1	$405K	Sell	5,483 -53	-1%	-$3.88K	0.01%	442
2022 Q4	$398K	Sell	5,536 -1,446	-21%	-$104K	0.01%	436
2022 Q3	$497K	Buy	6,982 +134	+2%	+$10K	0.01%	406
2022 Q2	$516K	Sell	6,848 -57	-0.8%	-$4.34K	0.01%	403
2022 Q1	$549K	Sell	6,905 -158	-2%	-$12.9K	0.01%	434
2021 Q4	$599K	Buy	+7,063	New	+$602K	0.01%	443