Consolidated Planning Corp’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
2023
Q4
Sell
-3,143
Closed -$219K 170
2023
Q3
$219K Sell
3,143
-3,310
-51% -$231K 0.05% 142
2023
Q2
$469K Buy
+6,453
New +$469K 0.1% 117