Oregon Pacific Wealth Management’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
$658K Sell
8,931
-2,313
-21% -$170K 0.62% 43
2025
Q1
$826K Sell
11,244
-111
-1% -$8.15K 0.83% 29
2024
Q4
$817K Buy
+11,355
New +$817K 0.8% 34