LWM
Liberty Wealth 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 | $307K | Sell |
4,173
-275
| -6% | -$20.2K | 0.05% | 168 |
|
|
2025
Q1 | $326K | Sell |
4,448
-308
| -6% | -$22.6K | 0.06% | 115 |
|
|
2024
Q4 | $343K | Sell |
4,756
-1,418
| -23% | -$102K | 0.06% | 151 |
|
|
2024
Q3 | $458K | Sell |
6,174
-46,177
| -88% | -$3.43M | 0.08% | 122 |
|
|
2024
Q2 | $606K | Buy |
52,351
+43,515
| +492% | +$504K | 0.11% | 104 |
|
|
2024
Q1 | $644K | Sell |
8,836
-84,856
| -91% | -$6.18M | 0.13% | 92 |
|
|
2023
Q4 | $516K | Buy |
93,692
+85,232
| +1,007% | +$469K | 0.11% | 96 |
|
|
2023
Q3 | $596K | Buy |
8,460
+1,008
| +14% | +$71K | 0.15% | 84 |
|
|
2023
Q2 | $405K | Sell |
7,452
-7,400
| -50% | -$402K | 0.1% | 113 |
|
|
2023
Q1 | $1.09M | Buy |
+14,852
| New | +$1.09M | 0.22% | 66 |
|
|
2022
Q3 | $517K | Buy |
7,272
+136
| +2% | +$9.67K | 0.14% | 80 |
|
|
2022
Q2 | $540K | Sell |
7,136
-31
| -0.4% | -$2.35K | 0.22% | 78 |
|
|
2022
Q1 | $561K | Buy |
7,167
+3,982
| +125% | +$312K | 0.2% | 71 |
|
|
2021
Q4 | $270K | Sell |
3,185
-9,319
| -75% | -$791K | 11.73% | 2 |
|
|
2021
Q3 | $1.07M | Buy |
12,504
+8,746
| +233% | +$747K | 0.38% | 43 |
|
|
2021
Q2 | $323K | Buy |
3,758
+1,034
| +38% | +$88.9K | 0.13% | 92 |
|
|
2021
Q1 | $237K | Hold |
2,724
| – | – | 0.12% | 95 |
|
|
2020
Q4 | $237K | Buy |
2,724
+140
| +5% | +$12.2K | 0.12% | 94 |
|
|
2020
Q3 | $228K | Buy |
2,584
+134
| +5% | +$11.8K | 0.13% | 84 |
|
|
2020
Q2 | $221K | Sell |
2,450
-46
| -2% | -$4.15K | 0.16% | 87 |
|
|
2020
Q1 | $213K | Buy |
2,496
+97
| +4% | +$8.28K | 0.19% | 83 |
|
|
2019
Q4 | $201K | Buy |
2,399
+674
| +39% | +$56.5K | 0.16% | 103 |
|
|
2019
Q3 | $146K | Hold |
1,725
| – | – | 0.14% | 112 |
|
|
2019
Q2 | $143K | Hold |
1,725
| – | – | 0.13% | 131 |
|
|
2019
Q1 | $140K | Sell |
1,725
-82
| -5% | -$6.66K | 0.11% | 109 |
|
|
2018
Q4 | $143K | Buy |
+1,807
| New | +$143K | 0.11% | 105 |
|