Plan Group Financial’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
2025
Q3
$3.01M Sell
2025
Q2
$4.11M Sell
2025
Q1
$5.71M Buy
2024
Q4
$5.03M Buy
2024
Q3
$5.16M Buy
2024
Q2
$4.57M Buy
2024
Q1
$4.34M Buy
2023
Q4
$3.8M Sell
2023
Q3
$6.06M Buy
2023
Q2
$1.34M Buy