LifeGoal Wealth Advisors’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
$7.09M Buy
96,269
+19,826
+26% +$1.46M 6.74% 5
2025
Q1
$5.63M Buy
76,443
+17,490
+30% +$1.29M 6.08% 5
2024
Q4
$4.24M Buy
+58,953
New +$4.24M 4.6% 5