Unique Wealth’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
Q4
Sell
-8,419
Closed -$587K 83
2023
Q3
$587K Buy
8,419
+2,121
+34% +$148K 0.25% 43
2023
Q2
$458K Buy
+6,298
New +$458K 0.2% 42