Stonegate Investment Group’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
2025
Q3
$320K Hold
2025
Q2
$317K Hold
2025
Q1
$316K Hold
2024
Q4
$310K Sell
2024
Q3
$595K Sell
2024
Q2
$823K Buy
2024
Q1
$572K Buy