Lyell 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
2017
Q2
Sell
-3,978
Closed -$323K 100
2017
Q1
$323K Sell
3,978
-76
-2% -$6.17K 0.17% 84
2016
Q4
$328K Buy
+4,054
New +$328K 0.2% 79