Sequoia Wealth Management’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
2019
Q4
Sell
2019
Q3
$665K Buy
2019
Q2
Sell
2019
Q1
$588K Buy
2018
Q4
Sell
2018
Q3
$617K Buy
2018
Q2
$540K Buy
2018
Q1
$297K Sell
2017
Q4
$344K Buy