RE Dickinson Investment Advisors’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
2024 Q4	$73.3M	Buy	101,890 +7,514	+8%	+$549K	4.13%	8
2024 Q3	$7.09M	Buy	94,376 +3,362	+4%	+$249K	4%	9
2024 Q2	$6.56M	Buy	91,014 +1,287	+1%	+$92.2K	3.99%	9
2024 Q1	$6.52M	Buy	89,727 +31,144	+53%	+$2.26M	4.08%	9
2023 Q4	$4.31M	Buy	58,583 +1,864	+3%	+$132K	2.86%	13
2023 Q3	$3.96M	Buy	56,719 +3,663	+7%	+$262K	2.78%	14
2023 Q2	$3.86M	Buy	53,056 +5,952	+13%	+$436K	1.42%	25
2023 Q1	$3.48M	Sell	47,104 -16,536	-26%	-$1.21M	1.17%	30
2022 Q4	$4.57M	Buy	63,640 +216	+0.3%	+$15.5K	1.89%	18
2022 Q3	$4.52M	Sell	63,424 -2,220	-3%	-$166K	3.73%	10
2022 Q2	$4.95K	Buy	65,644 +2,281	+4%	+$174K	0.7%	12
2022 Q1	$5.04M	Buy	+63,363	New	+$5.18M	3.39%	11