WealthPlan Investment Management’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
2025
Q3
$272K Buy
2025
Q2
$263K Buy
2023
Q3
Sell
2023
Q2
$1.45K Hold
2023
Q1
$1.48K Sell
2022
Q4
$314K Buy