Wetzel Investment 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
Q3
Sell
-2,401
Closed -$174K 215
2024
Q2
$174K Hold
2,401
0.1% 125
2024
Q1
$170K Hold
2,401
0.1% 126
2023
Q4
$177K Buy
+2,401
New +$177K 0.11% 121