Resurgent Financial 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
2023
Q4
Sell
-3,104
Closed -$217K 500
2023
Q3
$217K Buy
3,104
+68
+2% +$4.75K 0.15% 137
2023
Q2
$221K Hold
3,036
0.15% 129
2023
Q1
$224K Buy
3,036
+556
+22% +$41.1K 0.15% 133
2022
Q4
$178K Buy
+2,480
New +$178K 0.09% 214