Rialto 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
2025
Q2
$11.1M Sell
150,506
-24,721
-14% -$1.82M 3.1% 6
2025
Q1
$12.9M Buy
175,227
+709
+0.4% +$52.1K 4.04% 5
2024
Q4
$12.5M Buy
+174,518
New +$12.5M 4.14% 4