LNWWM
Laird Norton Wetherby Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.51M | Buy |
+101,964
| New | +$7.51M | 0.33% | 44 |
|
|
2024
Q4 | $7.82M | Buy |
108,749
+26,295
| +32% | +$1.89M | 0.37% | 37 |
|
|
2024
Q3 | $6.19M | Buy |
82,454
+11,250
| +16% | +$845K | 0.28% | 57 |
|
|
2024
Q2 | $5.13M | Buy |
71,204
+12,478
| +21% | +$899K | 0.24% | 68 |
|
|
2024
Q1 | $4.27M | Buy |
58,726
+6,530
| +13% | +$474K | 0.2% | 84 |
|
|
2023
Q4 | $3.84M | Buy |
52,196
+1,121
| +2% | +$82.5K | 0.2% | 92 |
|
|
2023
Q3 | $3.56M | Buy |
51,075
+2,579
| +5% | +$180K | 0.2% | 89 |
|
|
2023
Q2 | $3.53M | Buy |
48,496
+5
| +0% | +$363 | 0.19% | 97 |
|
|
2023
Q1 | $3.58M | Buy |
+48,491
| New | +$3.58M | 0.21% | 91 |
|
|
2021
Q2 | – | Sell |
-3,068
| Closed | -$260K | – | 909 |
|
|
2021
Q1 | $260K | Sell |
3,068
-1,142
| -27% | -$96.8K | 0.02% | 666 |
|
|
2020
Q4 | $371K | Buy |
4,210
+1,142
| +37% | +$101K | 0.03% | 564 |
|
|
2020
Q3 | $271K | Hold |
3,068
| – | – | 0.02% | 548 |
|
|
2020
Q2 | $271K | Hold |
3,068
| – | – | 0.03% | 554 |
|
|
2020
Q1 | $262K | Buy |
+3,068
| New | +$262K | 0.03% | 489 |
|
|
2017
Q2 | – | Sell |
-2,800
| Closed | -$227K | – | 568 |
|
|
2017
Q1 | $227K | Hold |
2,800
| – | – | 0.04% | 494 |
|
|
2016
Q4 | $226K | Hold |
2,800
| – | – | 0.04% | 471 |
|
|
2016
Q3 | $236K | Buy |
2,800
+60
| +2% | +$5.06K | 0.05% | 447 |
|
|
2016
Q2 | $231K | Sell |
2,740
-850
| -24% | -$71.7K | 0.05% | 421 |
|
|
2016
Q1 | $297K | Sell |
3,590
-470
| -12% | -$38.9K | 0.07% | 330 |
|
|
2015
Q4 | $328K | Buy |
4,060
+180
| +5% | +$14.5K | 0.08% | 300 |
|
|
2015
Q3 | $318K | Hold |
3,880
| – | – | 0.08% | 299 |
|
|
2015
Q2 | $315K | Buy |
3,880
+360
| +10% | +$29.2K | 0.08% | 309 |
|
|
2015
Q1 | $293K | Buy |
3,520
+950
| +37% | +$79.1K | 0.07% | 321 |
|
|
2014
Q4 | $212K | Buy |
+2,570
| New | +$212K | 0.05% | 405 |
|