Intergy Private Wealth’s Vanguard Total Bond Market BND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$210K Buy
2025
Q2
Sell
2025
Q1
$333K Buy
2022
Q4
Sell
2022
Q3
$260K Sell
2022
Q2
$379K Sell
2022
Q1
$728K Sell
2021
Q4
$2.9M Buy