LIM
Leavell Investment 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 | $17.9M | Buy |
243,359
+1,125
| +0.5% | +$82.8K | 0.8% | 22 |
|
|
2025
Q1 | $17.8M | Buy |
242,234
+7,379
| +3% | +$542K | 0.88% | 20 |
|
|
2024
Q4 | $16.9M | Buy |
234,855
+11,221
| +5% | +$807K | 0.83% | 25 |
|
|
2024
Q3 | $16.8M | Buy |
223,634
+22,936
| +11% | +$1.72M | 0.84% | 24 |
|
|
2024
Q2 | $14.5M | Buy |
200,698
+4,469
| +2% | +$322K | 0.8% | 24 |
|
|
2024
Q1 | $14.3M | Buy |
196,229
+5,869
| +3% | +$426K | 0.82% | 25 |
|
|
2023
Q4 | $14M | Buy |
190,360
+29,016
| +18% | +$2.13M | 0.89% | 21 |
|
|
2023
Q3 | $11.3M | Sell |
161,344
-5,725
| -3% | -$400K | 0.79% | 29 |
|
|
2023
Q2 | $12.1M | Buy |
167,069
+183
| +0.1% | +$13.3K | 0.82% | 28 |
|
|
2023
Q1 | $12.3M | Buy |
166,886
+41,954
| +34% | +$3.1M | 0.88% | 27 |
|
|
2022
Q4 | $8.98M | Sell |
124,932
-18,763
| -13% | -$1.35M | 0.67% | 42 |
|
|
2022
Q3 | $10.3M | Sell |
143,695
-13,005
| -8% | -$928K | 0.81% | 32 |
|
|
2022
Q2 | $11.8M | Sell |
156,700
-1,520
| -1% | -$114K | 0.9% | 24 |
|
|
2022
Q1 | $12.6M | Buy |
158,220
+2,644
| +2% | +$210K | 0.86% | 24 |
|
|
2021
Q4 | $13.2M | Sell |
155,576
-16,418
| -10% | -$1.39M | 0.88% | 24 |
|
|
2021
Q3 | $14.7M | Sell |
171,994
-13,542
| -7% | -$1.16M | 1.09% | 18 |
|
|
2021
Q2 | $15.7M | Hold |
185,536
| – | – | 1.28% | 14 |
|
|
2021
Q1 | $15.7M | Sell |
185,536
-13,180
| -7% | -$1.12M | 1.28% | 14 |
|
|
2020
Q4 | $17.5M | Buy |
198,716
+23,584
| +13% | +$2.08M | 1.51% | 12 |
|
|
2020
Q3 | $15.5M | Buy |
175,132
+26,700
| +18% | +$2.36M | 1.34% | 14 |
|
|
2020
Q2 | $13.1M | Buy |
148,432
+11,200
| +8% | +$989K | 1.28% | 14 |
|
|
2020
Q1 | $11.7M | Buy |
137,232
+9,834
| +8% | +$839K | 1.36% | 15 |
|
|
2019
Q4 | $10.7M | Buy |
127,398
+16,935
| +15% | +$1.42M | 1% | 25 |
|
|
2019
Q3 | $9.33M | Sell |
110,463
-3,110
| -3% | -$263K | 0.96% | 26 |
|
|
2019
Q2 | $9.44M | Sell |
113,573
-312
| -0.3% | -$25.9K | 0.99% | 24 |
|
|
2019
Q1 | $9.25M | Buy |
113,885
+10,765
| +10% | +$874K | 1.03% | 22 |
|
|
2018
Q4 | $8.17M | Sell |
103,120
-25,355
| -20% | -$2.01M | 1.03% | 23 |
|
|
2018
Q3 | $10.1M | Buy |
128,475
+1,760
| +1% | +$139K | 1.09% | 21 |
|
|
2018
Q2 | $10M | Buy |
126,715
+5,127
| +4% | +$406K | 1.14% | 18 |
|
|
2018
Q1 | $9.72M | Buy |
121,588
+1,743
| +1% | +$139K | 1.13% | 18 |
|
|
2017
Q4 | $9.78M | Buy |
119,845
+4,697
| +4% | +$383K | 1.15% | 16 |
|
|
2017
Q3 | $9.44M | Sell |
115,148
-215
| -0.2% | -$17.6K | 1.17% | 15 |
|
|
2017
Q2 | $9.44M | Buy |
115,363
+1,254
| +1% | +$103K | 1.2% | 14 |
|
|
2017
Q1 | $9.25M | Buy |
114,109
+4,832
| +4% | +$392K | 1.19% | 14 |
|
|
2016
Q4 | $8.83M | Buy |
109,277
+2,007
| +2% | +$162K | 1.22% | 14 |
|
|
2016
Q3 | $9.03M | Buy |
107,270
+9,689
| +10% | +$815K | 1.33% | 13 |
|
|
2016
Q2 | $8.23M | Buy |
97,581
+7,209
| +8% | +$608K | 1.21% | 16 |
|
|
2016
Q1 | $7.48M | Buy |
90,372
+10,233
| +13% | +$847K | 1.12% | 17 |
|
|
2015
Q4 | $6.47M | Buy |
80,139
+1,475
| +2% | +$119K | 0.95% | 18 |
|
|
2015
Q3 | $6.45M | Sell |
78,664
-1,628
| -2% | -$133K | 1.02% | 16 |
|
|
2015
Q2 | $6.53M | Buy |
80,292
+1,218
| +2% | +$99K | 1.01% | 19 |
|
|
2015
Q1 | $6.59M | Buy |
79,074
+4,870
| +7% | +$406K | 1% | 19 |
|
|
2014
Q4 | $6.11M | Buy |
74,204
+30,946
| +72% | +$2.55M | 0.94% | 20 |
|
|
2014
Q3 | $3.54M | Sell |
43,258
-485
| -1% | -$39.7K | 0.56% | 46 |
|
|
2014
Q2 | $3.6M | Sell |
43,743
-120
| -0.3% | -$9.87K | 0.57% | 43 |
|
|
2014
Q1 | $3.56M | Sell |
43,863
-2,090
| -5% | -$170K | 0.59% | 42 |
|
|
2013
Q4 | $3.68M | Sell |
45,953
-6,574
| -13% | -$526K | 0.62% | 40 |
|
|
2013
Q3 | $4.25M | Sell |
52,527
-20,476
| -28% | -$1.66M | 0.76% | 30 |
|
|
2013
Q2 | $5.91M | Buy |
+73,003
| New | +$5.91M | 1.1% | 17 |
|