Evergreen Wealth Management’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
Q1
Sell
-75,767
Closed -$5.17M 52
2022
Q4
$5.17M Buy
+75,767
New +$5.17M 4.75% 5