LCM
Liberty Capital Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.36M | Buy |
100,007
+17,141
| +21% | +$1.26M | 1.49% | 19 |
|
|
2025
Q1 | $6.09M | Buy |
82,866
+3,076
| +4% | +$226K | 1.36% | 22 |
|
|
2024
Q4 | $5.74M | Buy |
79,790
+1,473
| +2% | +$106K | 1.27% | 22 |
|
|
2024
Q3 | $5.88M | Buy |
78,317
+5,095
| +7% | +$383K | 1.3% | 20 |
|
|
2024
Q2 | $5.28M | Buy |
73,222
+7,762
| +12% | +$559K | 1.25% | 23 |
|
|
2024
Q1 | $4.75M | Buy |
65,460
+1,889
| +3% | +$137K | 1.17% | 29 |
|
|
2023
Q4 | $4.68M | Buy |
63,571
+16,017
| +34% | +$1.18M | 1.23% | 25 |
|
|
2023
Q3 | $3.32M | Buy |
47,554
+11,273
| +31% | +$787K | 0.98% | 36 |
|
|
2023
Q2 | $2.64M | Buy |
36,281
+8,332
| +30% | +$606K | 0.79% | 41 |
|
|
2023
Q1 | $2.06M | Buy |
27,949
+3,983
| +17% | +$294K | 0.68% | 49 |
|
|
2022
Q4 | $1.72M | Sell |
23,966
-568
| -2% | -$40.8K | 0.6% | 50 |
|
|
2022
Q3 | $1.75M | Buy |
24,534
+3,282
| +15% | +$234K | 0.66% | 46 |
|
|
2022
Q2 | $1.6M | Buy |
21,252
+1,008
| +5% | +$75.8K | 0.57% | 52 |
|
|
2022
Q1 | $1.61M | Sell |
20,244
-30,646
| -60% | -$2.44M | 0.47% | 55 |
|
|
2021
Q4 | $4.31M | Sell |
50,890
-2,560
| -5% | -$217K | 1.16% | 27 |
|
|
2021
Q3 | $4.57M | Buy |
53,450
+633
| +1% | +$54.1K | 1.35% | 24 |
|
|
2021
Q2 | $4.54M | Buy |
52,817
+34,041
| +181% | +$2.92M | 1.38% | 24 |
|
|
2021
Q1 | $1.59M | Buy |
18,776
+4,328
| +30% | +$367K | 0.55% | 52 |
|
|
2020
Q4 | $1.27M | Buy |
+14,448
| New | +$1.27M | 0.46% | 58 |
|
|
2020
Q2 | $745K | Buy |
+8,430
| New | +$745K | 0.32% | 68 |
|