Provenance 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
2024
Q1
Sell
-630
Closed -$46.3K 550
2023
Q4
$46.3K Sell
630
-4,021
-86% -$296K 0.01% 211
2023
Q3
$325K Buy
+4,651
New +$325K 0.05% 96