Wealthstreet Investment Advisors’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
2021 Q3	–	Sell	-3,000	Closed	-$258K	–	73
2021 Q2	$258K	Sell	3,000 -44,952	-94%	-$3.83M	1.34%	24
2021 Q1	$4.06M	Sell	47,952 -2,132	-4%	-$184K	0.4%	63
2020 Q4	$4.42M	Buy	50,084 +3,637	+8%	+$320K	0.45%	53
2020 Q3	$4.1M	Buy	46,447 +20,425	+78%	+$1.81M	0.46%	53
2020 Q2	$2.3M	Buy	26,022 +769	+3%	+$67.2K	0.28%	87
2020 Q1	$2.15M	Sell	25,253 -567	-2%	-$48.2K	0.32%	78
2019 Q4	$2.17M	Buy	25,820 +11,961	+86%	+$1.01M	0.25%	94
2019 Q3	$1.16M	Sell	13,859 -11,727	-46%	-$983K	0.15%	124
2019 Q2	$2.13M	Sell	25,586 -1,766	-6%	-$144K	0.27%	88
2019 Q1	$2.22M	Buy	27,352 +4,108	+18%	+$328K	0.29%	84
2018 Q4	$1.85M	Sell	23,244 -2,556	-10%	-$200K	0.26%	94
2018 Q3	$2.03M	Buy	25,800 +1,101	+4%	+$87K	0.25%	91
2018 Q2	$1.96M	Sell	24,699 -3,995	-14%	-$316K	0.26%	94
2018 Q1	$2.29M	Sell	28,694 -1,501	-5%	-$120K	0.29%	87
2017 Q4	$2.46M	Buy	+30,195	New	+$2.47M	0.3%	87