Triad Financial Advisors’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
2023 Q3	$4.35M	Sell	62,369 -7,230	-10%	-$505K	1.53%	15
2023 Q2	$5.06M	Buy	69,599 +2,663	+4%	+$194K	2.08%	12
2023 Q1	$4.94M	Buy	66,936 +16,622	+33%	+$1.23M	2.15%	10
2022 Q4	$3.61M	Buy	+50,314	New	+$3.61M	1.61%	13