Wise Wealth 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
2025
Q2
$649K Buy
8,811
+912
+12% +$67.1K 1.08% 26
2025
Q1
$580K Sell
7,899
-25
-0.3% -$1.84K 1.39% 15
2024
Q4
$570K Buy
+7,924
New +$570K 1.41% 14