Stonegate Investment Group’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
$317K Hold
4,305
0.01% 293
2025
Q1
$316K Hold
4,305
0.01% 265
2024
Q4
$310K Sell
4,305
-3,612
-46% -$260K 0.01% 261
2024
Q3
$595K Sell
7,917
-3,510
-31% -$264K 0.02% 208
2024
Q2
$823K Buy
11,427
+3,551
+45% +$256K 0.02% 180
2024
Q1
$572K Buy
+7,876
New +$572K 0.02% 205