Elios Financial Group’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
$6.69M Buy
90,850
+8,279
+10% +$610K 3.03% 6
2025
Q1
$6.06M Buy
82,571
+2,395
+3% +$176K 2.99% 8
2024
Q4
$5.77M Buy
80,176
+4,597
+6% +$331K 2.73% 9
2024
Q3
$5.68M Buy
+75,579
New +$5.68M 2.62% 10