Waterford 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
2024
Q4
Sell
-106,093
Closed -$7.97M 47
2024
Q3
$7.97M Buy
106,093
+90,987
+602% +$6.84M 4.07% 7
2024
Q2
$1.06M Buy
15,106
+4,897
+48% +$344K 0.45% 24
2024
Q1
$738K Buy
+10,209
New +$738K 0.31% 27