Legacy Financial Group (Iowa)’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.54M | Sell |
88,780
-968
| -1% | -$71.3K | 0.91% | 28 |
|
|
2025
Q1 | $6.59M | Buy |
89,748
+1,449
| +2% | +$106K | 1.01% | 24 |
|
|
2024
Q4 | $6.35M | Buy |
88,299
+5,885
| +7% | +$423K | 1.03% | 24 |
|
|
2024
Q3 | $6.19M | Buy |
82,414
+1,070
| +1% | +$80.4K | 1.19% | 25 |
|
|
2024
Q2 | $5.86M | Buy |
81,344
+3,118
| +4% | +$225K | 1.15% | 25 |
|
|
2024
Q1 | $5.68M | Buy |
78,226
+72,150
| +1,187% | +$5.24M | 1.15% | 22 |
|
|
2023
Q4 | $447K | Sell |
6,076
-69,603
| -92% | -$5.12M | 2.03% | 15 |
|
|
2023
Q3 | $5.28M | Buy |
+75,679
| New | +$5.28M | 1.24% | 19 |
|