Heritage Trust’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
2018
Q1
Sell
-427
Closed -$35K 382
2017
Q4
$35K Sell
427
-68
-14% -$5.57K 0.01% 209
2017
Q3
$41K Buy
+495
New +$41K 0.02% 205