LGA
Lebenthal Global 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 | $3.6M | Buy |
48,845
+10,421
| +27% | +$767K | 0.67% | 27 |
|
|
2025
Q1 | $2.82M | Sell |
38,424
-2,389
| -6% | -$175K | 0.53% | 28 |
|
|
2024
Q4 | $2.93M | Buy |
40,813
+1,713
| +4% | +$123K | 0.54% | 32 |
|
|
2024
Q3 | $2.94M | Buy |
39,100
+1,177
| +3% | +$88.4K | 0.6% | 24 |
|
|
2024
Q2 | $2.73M | Buy |
37,923
+378
| +1% | +$27.2K | 0.6% | 22 |
|
|
2024
Q1 | $2.73M | Sell |
37,545
-504
| -1% | -$36.6K | 0.61% | 21 |
|
|
2023
Q4 | $2.8M | Buy |
38,049
+1,858
| +5% | +$137K | 0.65% | 23 |
|
|
2023
Q3 | $2.53M | Buy |
36,191
+25,864
| +250% | +$1.8M | 0.76% | 23 |
|
|
2023
Q2 | $751K | Buy |
10,327
+2,787
| +37% | +$203K | 0.22% | 46 |
|
|
2023
Q1 | $557K | Buy |
7,540
+869
| +13% | +$64.2K | 0.17% | 64 |
|
|
2022
Q4 | $479K | Buy |
6,671
+299
| +5% | +$21.5K | 0.16% | 73 |
|
|
2022
Q3 | $454K | Buy |
+6,372
| New | +$454K | 0.21% | 59 |
|