Genesis Private Wealth’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
$729K Sell
9,898
-21
-0.2% -$1.55K 0.34% 41
2025
Q1
$729K Buy
9,919
+91
+0.9% +$6.68K 0.39% 39
2024
Q4
$707K Buy
+9,828
New +$707K 0.39% 40