FMA 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
2024
Q3
Sell
-87,534
Closed -$6.31M 44
2024
Q2
$6.31M Buy
87,534
+2,762
+3% +$199K 5.1% 7
2024
Q1
$6.16M Buy
84,772
+2,816
+3% +$205K 5.1% 7
2023
Q4
$6.03M Buy
+81,956
New +$6.03M 5.49% 7