SMART Wealth’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
2023
Q3
Sell
-22,215
Closed -$1.61M 74
2023
Q2
$1.61M Buy
22,215
+10,024
+82% +$729K 1.22% 24
2023
Q1
$900K Sell
12,191
-573
-4% -$42.3K 0.79% 38
2022
Q4
$917K Buy
+12,764
New +$917K 0.69% 39