Sherwood Financial Partners’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
$35M Buy
475,898
+11,652
+3% +$858K 32.11% 2
2025
Q1
$34.1M Buy
464,246
+12,912
+3% +$948K 33.1% 1
2024
Q4
$32.5M Buy
+451,334
New +$32.5M 32.21% 2