Rooted 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 Q3	–	Sell	-2,843	Closed	-$207K	–	98
2024 Q2	$207K	Buy	+2,843	New	+$207K	0.09%	84
2023 Q3	–	Sell	-3,161	Closed	-$228K	–	75
2023 Q2	$228K	Buy	3,161 +399	+14%	+$28.8K	0.15%	71
2023 Q1	$204K	Buy	+2,762	New	+$204K	0.15%	83