WealthPlan Investment Management’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
2025
Q2
$263K Buy
+3,577
New +$263K 0.02% 302
2023
Q3
Sell
-20
Closed -$1.45K 179
2023
Q2
$1.45K Hold
20
﹤0.01% 328
2023
Q1
$1.48K Sell
20
-4,271
-100% -$315K ﹤0.01% 399
2022
Q4
$314K Buy
+4,291
New +$314K 0.02% 308