Oak 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
$4.49M Buy
60,940
+8,903
+17% +$656K 2.88% 11
2025
Q1
$3.82M Buy
52,037
+571
+1% +$41.9K 2.83% 11
2024
Q4
$3.7M Buy
+51,466
New +$3.7M 2.85% 10