Invenio Wealth Partners’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
Sell
-3,569
Closed -$268K 100
2024
Q3
$268K Hold
3,569
0.12% 85
2024
Q2
$257K Hold
3,569
0.13% 84
2024
Q1
$259K Buy
+3,569
New +$259K 0.14% 79