LWANC
Laurel Wealth Advisors (North Carolina)’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
147,024
+145,027
| +7,262% | +$1.97M | 0.03% | 200 |
|
|
2025
Q1 | $147K | Sell |
1,997
-150
| -7% | -$11K | 0.02% | 199 |
|
|
2024
Q4 | $154K | Sell |
2,147
-112
| -5% | -$8.05K | 0.02% | 194 |
|
|
2024
Q3 | $170K | Buy |
2,259
+6
| +0.3% | +$451 | 0.03% | 189 |
|
|
2024
Q2 | $162K | Hold |
2,253
| – | – | 0.03% | 187 |
|
|
2024
Q1 | $164K | Hold |
2,253
| – | – | 0.03% | 193 |
|
|
2023
Q4 | $166K | Buy |
2,253
+1,303
| +137% | +$95.8K | 0.03% | 180 |
|
|
2023
Q3 | $66.3K | Sell |
950
-151
| -14% | -$10.5K | 0.01% | 254 |
|
|
2023
Q2 | $80K | Hold |
1,101
| – | – | 0.02% | 248 |
|
|
2023
Q1 | $81.3K | Buy |
1,101
+201
| +22% | +$14.8K | 0.02% | 243 |
|
|
2022
Q4 | $64.7K | Hold |
900
| – | – | 0.01% | 241 |
|
|
2022
Q3 | $64K | Sell |
900
-35
| -4% | -$2.49K | 0.02% | 239 |
|
|
2022
Q2 | $70K | Sell |
935
-1,670
| -64% | -$125K | 0.02% | 231 |
|
|
2022
Q1 | $207K | Sell |
2,605
-3,021
| -54% | -$240K | 0.04% | 166 |
|
|
2021
Q4 | $477K | Sell |
5,626
-1,251
| -18% | -$106K | 0.1% | 122 |
|
|
2021
Q3 | $588K | Buy |
6,877
+1,066
| +18% | +$91.1K | 0.13% | 112 |
|
|
2021
Q2 | $499K | Sell |
5,811
-600
| -9% | -$51.5K | 0.11% | 118 |
|
|
2021
Q1 | $543K | Buy |
6,411
+100
| +2% | +$8.47K | 0.13% | 112 |
|
|
2020
Q4 | $557K | Sell |
6,311
-200
| -3% | -$17.7K | 0.14% | 107 |
|
|
2020
Q3 | $574K | Sell |
6,511
-50
| -0.8% | -$4.41K | 0.17% | 94 |
|
|
2020
Q2 | $580K | Hold |
6,561
| – | – | 0.19% | 90 |
|
|
2020
Q1 | $560K | Buy |
6,561
+900
| +16% | +$76.8K | 0.21% | 84 |
|
|
2019
Q4 | $475K | Sell |
5,661
-50
| -0.9% | -$4.2K | 0.15% | 108 |
|
|
2019
Q3 | $482K | Sell |
5,711
-225
| -4% | -$19K | 0.16% | 104 |
|
|
2019
Q2 | $493K | Hold |
5,936
| – | – | 0.17% | 103 |
|
|
2019
Q1 | $482K | Sell |
5,936
-380
| -6% | -$30.9K | 0.18% | 100 |
|
|
2018
Q4 | $500K | Buy |
+6,316
| New | +$500K | 0.2% | 95 |
|