New Potomac Partners’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
2024 Q3	$495K	Hold	6,590	–	–	0.25%	67
2024 Q2	$475K	Buy	6,590 +330	+5%	+$23.6K	0.26%	69
2024 Q1	$455K	Sell	6,260 -330	-5%	-$23.9K	0.25%	70
2023 Q4	$485K	Buy	+6,590	New	+$465K	0.29%	68
2020 Q4	–	Sell	-123	Closed	-$11K	–	68
2020 Q3	$11K	Hold	123	–	–	0.01%	117
2020 Q2	$11K	Hold	123	–	–	0.01%	120
2020 Q1	$10K	Hold	123	–	–	0.01%	119
2019 Q4	$10K	Buy	123 +18	+17%	+$1.51K	0.01%	127
2019 Q3	$9K	Hold	105	–	–	0.01%	129
2019 Q2	$9K	Hold	105	–	–	0.01%	129
2019 Q1	$9K	Hold	105	–	–	0.01%	129
2018 Q4	$8K	Buy	+105	New	+$8.21K	0.01%	144
2018 Q2	–	Sell	-3,385	Closed	-$271K	–	148
2018 Q1	$271K	Hold	3,385	–	–	0.27%	58
2017 Q4	$276K	Buy	+3,385	New	+$276K	0.26%	59