LWM
Lakeridge 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 | $265K | Sell |
3,594
-10,309
| -74% | -$759K | 0.12% | 127 |
|
|
2025
Q1 | $1.02M | Buy |
13,903
+31
| +0.2% | +$2.28K | 0.51% | 37 |
|
|
2024
Q4 | $998K | Buy |
13,872
+9,696
| +232% | +$697K | 0.52% | 37 |
|
|
2024
Q3 | $314K | Sell |
4,176
-35
| -0.8% | -$2.63K | 0.17% | 109 |
|
|
2024
Q2 | $303K | Buy |
+4,211
| New | +$303K | 0.18% | 107 |
|