LFAS
Level Four Advisory Services’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 |
20,914
+37
| +0.2% | +$2.72K | 0.06% | 295 |
|
|
2025
Q1 | $1.53M | Sell |
20,877
-3,474
| -14% | -$255K | 0.06% | 280 |
|
|
2024
Q4 | $1.75M | Buy |
24,351
+1,362
| +6% | +$97.9K | 0.07% | 254 |
|
|
2024
Q3 | $1.68M | Buy |
22,989
+609
| +3% | +$44.5K | 0.07% | 260 |
|
|
2024
Q2 | $1.61M | Sell |
22,380
-127,026
| -85% | -$9.15M | 0.07% | 264 |
|
|
2024
Q1 | $11M | Buy |
149,406
+4,677
| +3% | +$344K | 0.6% | 25 |
|
|
2023
Q4 | $10.6M | Buy |
144,729
+10,855
| +8% | +$798K | 0.6% | 25 |
|
|
2023
Q3 | $9.34M | Buy |
133,874
+20,003
| +18% | +$1.4M | 0.6% | 22 |
|
|
2023
Q2 | $8.28M | Sell |
113,871
-19,269
| -14% | -$1.4M | 0.5% | 37 |
|
|
2023
Q1 | $9.83M | Sell |
133,140
-12,261
| -8% | -$905K | 0.64% | 27 |
|
|
2022
Q4 | $10.4M | Sell |
145,401
-31,577
| -18% | -$2.27M | 0.78% | 21 |
|
|
2022
Q3 | $12.6M | Buy |
176,978
+2,504
| +1% | +$179K | 1.23% | 13 |
|
|
2022
Q2 | $13.1M | Buy |
174,474
+3,717
| +2% | +$280K | 1.24% | 14 |
|
|
2022
Q1 | $13.6M | Sell |
170,757
-12,648
| -7% | -$1.01M | 1.06% | 12 |
|
|
2021
Q4 | $15.5M | Buy |
183,405
+17,573
| +11% | +$1.49M | 1.19% | 9 |
|
|
2021
Q3 | $14.2M | Buy |
165,832
+146,186
| +744% | +$12.5M | 1.47% | 8 |
|
|
2021
Q2 | $1.69M | Sell |
19,646
-4,437
| -18% | -$381K | 0.12% | 195 |
|
|
2021
Q1 | $2.04M | Buy |
24,083
+1,608
| +7% | +$136K | 0.16% | 152 |
|
|
2020
Q4 | $1.98M | Buy |
22,475
+2,319
| +12% | +$205K | 0.16% | 151 |
|
|
2020
Q3 | $1.78M | Sell |
20,156
-8,862
| -31% | -$782K | 0.14% | 159 |
|
|
2020
Q2 | $2.56M | Sell |
29,018
-659
| -2% | -$58.2K | 0.2% | 128 |
|
|
2020
Q1 | $2.53M | Sell |
29,677
-2,898
| -9% | -$247K | 0.3% | 78 |
|
|
2019
Q4 | $2.74M | Buy |
32,575
+10,294
| +46% | +$865K | 0.11% | 189 |
|
|
2019
Q3 | $1.88M | Sell |
22,281
-1,311
| -6% | -$111K | 0.19% | 117 |
|
|
2019
Q2 | $1.96M | Buy |
23,592
+1,674
| +8% | +$139K | 0.2% | 115 |
|
|
2019
Q1 | $1.78M | Sell |
21,918
-11,814
| -35% | -$959K | 0.2% | 116 |
|
|
2018
Q4 | $2.67M | Buy |
33,732
+7,396
| +28% | +$586K | 0.33% | 76 |
|
|
2018
Q3 | $2.07M | Sell |
26,336
-13,430
| -34% | -$1.06M | 0.22% | 105 |
|
|
2018
Q2 | $3.15M | Sell |
39,766
-29,314
| -42% | -$2.32M | 0.23% | 98 |
|
|
2018
Q1 | $5.52M | Buy |
69,080
+3,648
| +6% | +$292K | 0.43% | 54 |
|
|
2017
Q4 | $5.34M | Sell |
65,432
-24,212
| -27% | -$1.97M | 0.42% | 52 |
|
|
2017
Q3 | $7.35M | Buy |
89,644
+50,542
| +129% | +$4.14M | 0.65% | 27 |
|
|
2017
Q2 | $3.17M | Sell |
39,102
-131,185
| -77% | -$10.6M | 0.49% | 50 |
|
|
2017
Q1 | $13.8M | Sell |
170,287
-15,022
| -8% | -$1.22M | 1.41% | 13 |
|
|
2016
Q4 | $15M | Buy |
+185,309
| New | +$15M | 1.91% | 9 |
|