LGA
Lebenthal Global Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,831
| Closed | -$361K | – | 180 |
|
|
2024
Q4 | $361K | Buy |
4,831
+461
| +11% | +$34.5K | 0.07% | 157 |
|
|
2024
Q3 | $342K | Buy |
4,370
+210
| +5% | +$16.5K | 0.07% | 152 |
|
|
2024
Q2 | $312K | Sell |
4,160
-2
| -0% | -$150 | 0.07% | 148 |
|
|
2024
Q1 | $314K | Buy |
4,162
+102
| +3% | +$7.69K | 0.07% | 155 |
|
|
2023
Q4 | $310K | Sell |
4,060
-134
| -3% | -$10.2K | 0.07% | 152 |
|
|
2023
Q3 | $303K | Buy |
4,194
+19
| +0.5% | +$1.37K | 0.09% | 104 |
|
|
2023
Q2 | $314K | Buy |
4,175
+179
| +4% | +$13.5K | 0.09% | 96 |
|
|
2023
Q1 | $307K | Buy |
3,996
+378
| +10% | +$29K | 0.09% | 96 |
|
|
2022
Q4 | $269K | Buy |
3,618
+16
| +0.4% | +$1.19K | 0.09% | 114 |
|
|
2022
Q3 | $264K | Buy |
+3,602
| New | +$264K | 0.12% | 97 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 177 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 560 |
|