Paragon Private 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
2024
Q4
Sell
-3,161
Closed -$237K 167
2024
Q3
$237K Sell
3,161
-649
-17% -$48.7K 0.12% 151
2024
Q2
$275K Buy
+3,810
New +$275K 0.16% 130