Optivise Advisory Services’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	$776K	Hold	10,542	–	–	0.4%	64
2025 Q1	$774K	Sell	10,542 -507	-5%	-$37.2K	0.43%	59
2024 Q4	$795K	Buy	11,049 +56	+0.5%	+$4.03K	0.43%	66
2024 Q3	$826K	Sell	10,993 -47	-0.4%	-$3.53K	0.43%	60
2024 Q2	$795K	Buy	+11,040	New	+$795K	0.43%	62