Whitaker-Myers Wealth Managers’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	–	Sell	-6,115	Closed	-$450K	–	121
2025 Q2	$450K	Sell	6,115 -384	-6%	-$27.9K	0.11%	81
2025 Q1	$477K	Sell	6,499 -3,763	-37%	-$273K	0.13%	63
2024 Q4	$738K	Buy	10,262 +287	+3%	+$21K	0.22%	50
2024 Q3	$749K	Buy	9,975 +1,534	+18%	+$114K	0.25%	47
2024 Q2	$608K	Sell	8,441 -4,233	-33%	-$303K	0.22%	50
2024 Q1	$921K	Buy	12,674 +4,492	+55%	+$326K	0.39%	44
2023 Q4	$602K	Sell	8,182 -2,498	-23%	-$176K	0.3%	50
2023 Q3	$745K	Sell	10,680 -3,404	-24%	-$243K	0.46%	39
2023 Q2	$1.02M	Buy	14,084 +1,895	+16%	+$139K	0.69%	31
2023 Q1	$900K	Sell	12,189 -12,130	-50%	-$888K	0.7%	33
2022 Q4	$1.75M	Buy	+24,319	New	+$1.74M	1.67%	18