LMKC
L.M. Kohn & Company’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
3,048
-15
| -0.5% | -$1.18K | 0.06% | 239 |
|
|
2025
Q1 | $240K | Sell |
3,063
-235
| -7% | -$18.4K | 0.06% | 234 |
|
|
2024
Q4 | $255K | Hold |
3,298
| – | – | 0.07% | 216 |
|
|
2024
Q3 | $260K | Buy |
3,298
+130
| +4% | +$10.2K | 0.07% | 226 |
|
|
2024
Q2 | $243K | Sell |
3,168
-2,554
| -45% | -$196K | 0.07% | 228 |
|
|
2024
Q1 | $439K | Sell |
5,722
-580
| -9% | -$44.5K | 0.12% | 156 |
|
|
2023
Q4 | $485K | Sell |
6,302
-221
| -3% | -$17K | 0.15% | 129 |
|
|
2023
Q3 | $490K | Buy |
6,523
+93
| +1% | +$6.99K | 0.18% | 121 |
|
|
2023
Q2 | $486K | Sell |
6,430
-192
| -3% | -$14.5K | 0.18% | 123 |
|
|
2023
Q1 | $507K | Sell |
6,622
-578
| -8% | -$44.2K | 0.21% | 113 |
|
|
2022
Q4 | $542K | Sell |
7,200
-357
| -5% | -$26.9K | 0.25% | 94 |
|
|
2022
Q3 | $566K | Buy |
7,557
+840
| +13% | +$62.9K | 0.28% | 88 |
|
|
2022
Q2 | $516K | Sell |
6,717
-937
| -12% | -$72K | 0.24% | 102 |
|
|
2022
Q1 | $597K | Buy |
+7,654
| New | +$597K | 0.23% | 108 |
|