Seven Post Investment Office’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
2022
Q2
Sell
2022
Q1
$337K Buy
2021
Q4
$259K Sell
2021
Q3
$264K Hold
2021
Q2
$265K Hold
2021
Q1
$261K Hold
2020
Q4
$272K Sell
2020
Q3
$444K Buy
2020
Q2
$419K Hold
2020
Q1
$405K Buy