Hart & Patterson Financial Group’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 Q4	$4.47M	Buy	62,160 +4,293	+7%	+$309K	2.17%	16
2024 Q3	$4.35M	Sell	57,867 -111,314	-66%	-$8.36M	2.06%	17
2024 Q2	$12.2M	Buy	169,181 +6,336	+4%	+$457K	6.04%	3
2024 Q1	$11.8M	Sell	162,845 -98,487	-38%	-$7.15M	5.86%	3
2023 Q4	$19.2M	Buy	+261,332	New	+$19.2M	9.98%	3