Executive Wealth Group’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
2024 Q1	$11.3M	Buy	155,215 +103,514	+200%	+$7.51M	2.35%	11
2023 Q4	$3.8M	Buy	51,701 +5,714	+12%	+$403K	2.42%	11
2023 Q3	$3.21M	Sell	45,987 -356	-0.8%	-$25.4K	2.28%	13
2023 Q2	$3.37M	Buy	46,343 +58	+0.1%	+$4.25K	2.28%	13
2023 Q1	$3.42M	Buy	46,285 +37	+0.1%	+$2.71K	2.42%	13
2022 Q4	$3.32M	Buy	46,248 +65	+0.1%	+$4.66K	2.54%	13
2022 Q3	$3.29M	Sell	46,183 -995	-2%	-$74.5K	2.83%	13
2022 Q2	$3.55M	Buy	47,178 +45	+0.1%	+$3.42K	2.75%	13
2022 Q1	$3.75M	Buy	47,133 +25	+0.1%	+$2.04K	2.46%	15
2021 Q4	$3.99M	Buy	47,108 +53	+0.1%	+$4.51K	2.47%	15
2021 Q3	$4.02M	Buy	47,055 +25	+0.1%	+$2.16K	2.46%	16
2021 Q2	$4.04M	Sell	47,030 -604	-1%	-$51.5K	2.39%	17
2021 Q1	$4.04M	Buy	47,634 +16	+0%	+$1.38K	2.48%	17
2020 Q4	$4.2M	Sell	47,618 -1	-0%	-$88	2.83%	15
2020 Q3	$4.2M	Buy	47,619 +28	+0.1%	+$2.48K	3.23%	14
2020 Q2	$4.2M	Sell	47,591 -1,659	-3%	-$145K	3.36%	13
2020 Q1	$4.2M	Buy	49,250 +31	+0.1%	+$2.63K	4.03%	10
2019 Q4	$4.13M	Sell	49,219 -551	-1%	-$46.3K	3.13%	11
2019 Q3	$4.2M	Sell	49,770 -288	-0.6%	-$24.1K	3.36%	10
2019 Q2	$4.16M	Buy	50,058 +71	+0.1%	+$5.78K	3.19%	10
2019 Q1	$4.06M	Sell	49,987 -219	-0.4%	-$17.5K	3.16%	10
2018 Q4	$3.98M	Sell	50,206 -440	-0.9%	-$34.4K	3.75%	9
2018 Q3	$3.99M	Buy	50,646 +32	+0.1%	+$2.53K	3.3%	9
2018 Q2	$4.01M	Sell	50,614 -606	-1%	-$47.9K	3.57%	9
2018 Q1	$4.09M	Buy	51,220 +30	+0.1%	+$2.4K	3.53%	9
2017 Q4	$4.18M	Buy	+51,190	New	+$4.18M	3.73%	10