Lantern Wealth Advisors’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 | $4.89M | Buy |
+66,383
| New | +$4.89M | 2.91% | 5 |
|
|
2024
Q4 | $4.21M | Buy |
58,564
+4,076
| +7% | +$293K | 2.73% | 6 |
|
|
2024
Q3 | $4.09M | Buy |
54,488
+385
| +0.7% | +$28.9K | 2.84% | 6 |
|
|
2024
Q2 | $3.9M | Buy |
54,103
+846
| +2% | +$61K | 2.83% | 6 |
|
|
2024
Q1 | $3.87M | Buy |
53,257
+995
| +2% | +$72.3K | 2.72% | 6 |
|
|
2023
Q4 | $3.84M | Buy |
+52,262
| New | +$3.84M | 3.01% | 6 |
|