Montis Financial’s Vanguard Total Bond Market BND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$245K Hold
2022
Q2
$259K Hold
2022
Q1
$274K Hold
2021
Q4
$292K Hold
2021
Q3
$294K Hold
2021
Q2
$296K Sell
2021
Q1
$366K Buy