L.J. Altfest & Co’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
-2,677
Closed -$201K 335
2024
Q3
$201K Sell
2,677
-840
-24% -$63.1K 0.03% 320
2024
Q2
$253K Buy
+3,517
New +$253K 0.03% 276