LSIA
LaSalle St. Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $227K | Sell |
3,087
-32,849
| -91% | -$2.42M | 0.06% | 290 |
|
2025
Q1 | $2.64M | Buy |
+35,936
| New | +$2.64M | 0.62% | 25 |
|
2024
Q2 | – | Sell |
-16,044
| Closed | -$1.17M | – | 172 |
|
2024
Q1 | $1.17M | Buy |
16,044
+5,750
| +56% | +$418K | 0.66% | 26 |
|
2023
Q4 | $7.57M | Sell |
10,294
-1,496
| -13% | -$1.1M | 0.51% | 35 |
|
2023
Q3 | $822K | Buy |
11,790
+1,773
| +18% | +$124K | 0.4% | 37 |
|
2023
Q2 | $728K | Sell |
10,017
-1,317
| -12% | -$95.7K | 0.32% | 41 |
|
2023
Q1 | $836K | Buy |
+11,334
| New | +$836K | 0.37% | 46 |
|