Elevation Wealth 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
2023
Q3
Sell
-139
Closed -$10.1K 352
2023
Q2
$10.1K Sell
139
-1
-0.7% -$73 0.01% 253
2023
Q1
$10.3K Buy
+140
New +$10.3K 0.01% 259