LA
Legacy 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 | – | Sell |
-13,603
| Closed | -$999K | – | 68 |
|
|
2025
Q1 | $999K | Hold |
13,603
| – | – | 0.1% | 163 |
|
|
2024
Q4 | $978K | Sell |
13,603
-1,549
| -10% | -$111K | 0.09% | 161 |
|
|
2024
Q3 | $1.14M | Buy |
15,152
+8,823
| +139% | +$663K | 0.12% | 134 |
|
|
2024
Q2 | $456K | Sell |
6,329
-420
| -6% | -$30.3K | 0.06% | 217 |
|
|
2024
Q1 | $490K | Hold |
6,749
| – | – | 0.06% | 209 |
|
|
2023
Q4 | $496K | Hold |
6,749
| – | – | 0.06% | 194 |
|
|
2023
Q3 | $471K | Hold |
6,749
| – | – | 0.08% | 185 |
|
|
2023
Q2 | $491K | Buy |
6,749
+442
| +7% | +$32.1K | 0.07% | 176 |
|
|
2023
Q1 | $466K | Sell |
6,307
-4,820
| -43% | -$356K | 0.09% | 157 |
|
|
2022
Q4 | $799K | Buy |
11,127
+4,824
| +77% | +$347K | 0.15% | 105 |
|
|
2022
Q3 | $450K | Buy |
6,303
+1,653
| +36% | +$118K | 0.1% | 136 |
|
|
2022
Q2 | $350K | Buy |
+4,650
| New | +$350K | 0.07% | 155 |
|