Sweet Financial Partners’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
Q3
$299K Sell
2024
Q2
$292K Sell
2024
Q1
$306K Sell
2023
Q4
$410K Sell
2023
Q3
$421K Sell
2023
Q2
$510K Sell
2023
Q1
$610K Sell
2022
Q4
$3.51M Buy