Strategic Wealth Management 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
2021
Q2
$287K Hold
3,347
0.1% 102
2021
Q1
$284K Sell
3,347
-9
-0.3% -$764 0.11% 108
2020
Q4
$296K Hold
3,356
0.13% 89
2020
Q3
$296K Buy
+3,356
New +$296K 0.14% 85