Liberty Square 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
2025
Q2
$3.22M Sell
43,680
-7,147
-14% -$526K 1.11% 15
2025
Q1
$3.73M Sell
50,827
-3,983
-7% -$293K 1.42% 12
2024
Q4
$3.98M Buy
+54,810
New +$3.98M 1.45% 12