LWM
LBA Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $20.2M | Sell |
249,183
-7,436
| -3% | -$603K | 10.64% | 1 |
|
|
2016
Q4 | $20.7M | Sell |
256,619
-3,784
| -1% | -$306K | 11.36% | 1 |
|
|
2016
Q3 | $21.9M | Buy |
260,403
+6,853
| +3% | +$577K | 12.36% | 1 |
|
|
2016
Q2 | $21.4M | Buy |
253,550
+2,147
| +0.9% | +$181K | 12% | 1 |
|
|
2016
Q1 | $20.8M | Buy |
251,403
+6,158
| +3% | +$510K | 12.04% | 1 |
|
|
2015
Q4 | $19.8M | Buy |
245,245
+3,362
| +1% | +$272K | 11.41% | 1 |
|
|
2015
Q3 | $19.8M | Buy |
241,883
+1,886
| +0.8% | +$155K | 12.49% | 1 |
|
|
2015
Q2 | $19.5M | Sell |
239,997
-1,958
| -0.8% | -$159K | 12.24% | 2 |
|
|
2015
Q1 | $20.2M | Buy |
241,955
+2,653
| +1% | +$221K | 12.72% | 2 |
|
|
2014
Q4 | $19.7M | Buy |
239,302
+11,452
| +5% | +$943K | 13.05% | 2 |
|
|
2014
Q3 | $18.7M | Buy |
227,850
+97,325
| +75% | +$7.97M | 12.96% | 2 |
|
|
2014
Q2 | $10.7M | Buy |
130,525
+5,385
| +4% | +$443K | 8.75% | 2 |
|
|
2014
Q1 | $10.2M | Buy |
125,140
+16,180
| +15% | +$1.31M | 8.32% | 2 |
|
|
2013
Q4 | $8.72M | Buy |
+108,960
| New | +$8.72M | 7.18% | 3 |
|