Lake Point Wealth Management’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
2020
Q1
Sell
-3,067
Closed -$257K 386
2019
Q4
$257K Buy
+3,067
New +$257K 0.09% 40
2019
Q2
$10K Hold
118
﹤0.01% 321
2019
Q1
$10K Buy
+118
New +$10K ﹤0.01% 321