Naviter Wealth’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
2023
Q3
Sell
-5,613
Closed -$408K 216
2023
Q2
$408K Buy
+5,613
New +$408K 0.1% 186
2023
Q1
Sell
-9,812
Closed -$728K 199
2022
Q4
$728K Buy
+9,812
New +$728K 0.2% 116