Sterling Group 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
2024
Q1
Sell
2023
Q4
$707K Buy
2023
Q3
$666K Buy
2023
Q2
$689K Sell
2023
Q1
$725K Buy
2022
Q4
$573K Buy