Gupta 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
2016
Q1
$680K Buy
8,211
+1,162
+16% +$96.2K 0.16% 117
2015
Q4
$569K Sell
7,049
-7,116
-50% -$574K 0.14% 131
2015
Q3
$1.16M Buy
14,165
+65
+0.5% +$5.33K 0.28% 76
2015
Q2
$1.15M Sell
14,100
-121
-0.9% -$9.83K 0.28% 81
2015
Q1
$1.19M Buy
+14,221
New +$1.19M 0.35% 70