Straight Path 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
2026 Q1	$2.21M	Buy	29,994 +190	+0.6%	+$14.1K	0.59%	24
2025 Q4	$2.21M	Buy	29,804 +383	+1%	+$28.5K	0.6%	24
2025 Q3	$2.19M	Buy	29,421 +284	+1%	+$20.9K	0.59%	26
2025 Q2	$2.15M	Buy	29,137 +283	+1%	+$20.6K	0.73%	22
2025 Q1	$2.12M	Sell	28,854 -325	-1%	-$23.6K	0.86%	18
2024 Q4	$2.1M	Buy	29,179 +554	+2%	+$40.5K	0.83%	17
2024 Q3	$2.15M	Buy	28,625 +259	+0.9%	+$19.2K	0.93%	15
2024 Q2	$2.04M	Buy	28,366 +4,801	+20%	+$344K	1.05%	15
2024 Q1	$1.71M	Buy	23,565 +176	+0.8%	+$12.8K	0.96%	16
2023 Q4	$1.72M	Buy	23,389 +219	+0.9%	+$15.5K	1.01%	15
2023 Q3	$1.62M	Buy	23,170 +185	+0.8%	+$13.2K	1.1%	15
2023 Q2	$1.67M	Sell	22,985 -346	-1%	-$25.3K	1.15%	15
2023 Q1	$1.72M	Buy	23,331 +66	+0.3%	+$4.83K	1.37%	16
2022 Q4	$1.67M	Buy	23,265 +121	+0.5%	+$8.67K	1.6%	15
2022 Q3	$1.65M	Buy	23,144 +139	+0.6%	+$10.4K	1.48%	15
2022 Q2	$1.73M	Buy	23,005 +145	+0.6%	+$11K	1.7%	15
2022 Q1	$1.82M	Buy	22,860 +2,320	+11%	+$190K	1.54%	16
2021 Q4	$1.74M	Buy	+20,540	New	+$1.75M	1.52%	13