LWL
Leo Wealth LLC’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
20,895
+7,855
| +60% | +$578K | 0.12% | 136 |
|
|
2025
Q1 | $958K | Sell |
13,040
-57
| -0.4% | -$4.19K | 0.14% | 129 |
|
|
2024
Q4 | $942K | Buy |
13,097
+857
| +7% | +$61.6K | 0.08% | 162 |
|
|
2024
Q3 | $919K | Buy |
12,240
+2,057
| +20% | +$154K | 0.08% | 162 |
|
|
2024
Q2 | $728K | Buy |
10,183
+384
| +4% | +$27.5K | 0.07% | 178 |
|
|
2024
Q1 | $706K | Buy |
9,799
+36
| +0.4% | +$2.59K | 0.07% | 180 |
|
|
2023
Q4 | $712K | Buy |
+9,763
| New | +$712K | 0.07% | 166 |
|