LFS
Legacy Financial Strategies’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
18,437
+10
| +0.1% | +$736 | 0.27% | 49 |
|
|
2025
Q1 | $1.35M | Sell |
18,427
-637
| -3% | -$46.8K | 0.3% | 46 |
|
|
2024
Q4 | $1.37M | Buy |
19,064
+2,872
| +18% | +$207K | 0.3% | 45 |
|
|
2024
Q3 | $1.22M | Sell |
16,192
-51
| -0.3% | -$3.83K | 0.27% | 45 |
|
|
2024
Q2 | $1.17M | Sell |
16,243
-183
| -1% | -$13.2K | 0.28% | 43 |
|
|
2024
Q1 | $1.19M | Buy |
16,426
+1
| +0% | +$73 | 0.31% | 43 |
|
|
2023
Q4 | $1.21M | Sell |
16,425
-2,357
| -13% | -$173K | 0.34% | 43 |
|
|
2023
Q3 | $1.32M | Sell |
18,782
-6,574
| -26% | -$461K | 0.42% | 41 |
|
|
2023
Q2 | $1.84M | Sell |
25,356
-784
| -3% | -$57K | 0.62% | 39 |
|
|
2023
Q1 | $1.93M | Sell |
26,140
-7
| -0% | -$517 | 0.72% | 36 |
|
|
2022
Q4 | $1.88M | Buy |
26,147
+19,230
| +278% | +$1.38M | 0.78% | 30 |
|
|
2022
Q3 | $493K | Sell |
6,917
-949
| -12% | -$67.6K | 0.23% | 50 |
|
|
2022
Q2 | $592K | Sell |
7,866
-3,434
| -30% | -$258K | 0.29% | 43 |
|
|
2022
Q1 | $899K | Buy |
11,300
+1,656
| +17% | +$132K | 0.38% | 43 |
|
|
2021
Q4 | $817K | Buy |
+9,644
| New | +$817K | 0.35% | 41 |
|
|
2018
Q3 | – | Sell |
-5,179
| Closed | -$410K | – | 58 |
|
|
2018
Q2 | $410K | Sell |
5,179
-128,906
| -96% | -$10.2M | 0.37% | 62 |
|
|
2018
Q1 | $10.7M | Buy |
134,085
+18,334
| +16% | +$1.47M | 10.47% | 1 |
|
|
2017
Q4 | $9.44M | Buy |
+115,751
| New | +$9.44M | 10.04% | 2 |
|