Holistic Planning’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	$959K	Sell	13,027 -524	-4%	-$38.6K	0.27%	71
2025 Q1	$995K	Buy	13,551 +320	+2%	+$23.5K	0.34%	59
2024 Q4	$951K	Buy	13,231 +2,102	+19%	+$151K	0.34%	56
2024 Q3	$836K	Buy	+11,129	New	+$836K	0.35%	61