WealthSpring Partners’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
$356K Buy
5,106
+6
+0.1% +$419 0.27% 51
2023
Q2
$371K Sell
5,100
-2,018
-28% -$147K 0.27% 51
2023
Q1
$525K Buy
7,118
+8
+0.1% +$591 0.41% 39
2022
Q4
$511K Sell
7,110
-8,280
-54% -$595K 0.4% 41
2022
Q3
$1.1M Buy
+15,390
New +$1.1M 0.97% 19