LGWM
Litman Gregory 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 | $17.4M | Buy |
236,652
+33,107
| +16% | +$2.44M | 1.37% | 17 |
|
|
2025
Q1 | $15M | Sell |
203,545
-7,698
| -4% | -$565K | 1.28% | 21 |
|
|
2024
Q4 | $15.2M | Sell |
211,243
-94,203
| -31% | -$6.77M | 1.32% | 20 |
|
|
2024
Q3 | $22.9M | Buy |
305,446
+5,510
| +2% | +$414K | 1.92% | 13 |
|
|
2024
Q2 | $21.6M | Buy |
299,936
+3,283
| +1% | +$237K | 1.92% | 13 |
|
|
2024
Q1 | $21.5M | Sell |
296,653
-6,869
| -2% | -$499K | 1.95% | 13 |
|
|
2023
Q4 | $22.3M | Buy |
303,522
+46,746
| +18% | +$3.44M | 2.12% | 12 |
|
|
2023
Q3 | $17.9M | Buy |
256,776
+85,759
| +50% | +$5.98M | 1.85% | 13 |
|
|
2023
Q2 | $12.4M | Buy |
+171,017
| New | +$12.4M | 1.55% | 16 |
|
|
2023
Q1 | – | Sell |
-153,202
| Closed | -$11M | – | 42 |
|
|
2022
Q4 | $11M | Buy |
153,202
+37,323
| +32% | +$2.68M | 1.54% | 16 |
|
|
2022
Q3 | $8.27M | Sell |
115,879
-216,624
| -65% | -$15.5M | 1.32% | 15 |
|
|
2022
Q2 | $25M | Buy |
332,503
+195,846
| +143% | +$14.7M | 3.68% | 8 |
|
|
2022
Q1 | $10.9M | Buy |
136,657
+52,462
| +62% | +$4.17M | 1.59% | 12 |
|
|
2021
Q4 | $7.14M | Sell |
84,195
-25,702
| -23% | -$2.18M | 1.21% | 17 |
|
|
2021
Q3 | $9.39M | Buy |
109,897
+102,200
| +1,328% | +$8.73M | 1.77% | 12 |
|
|
2021
Q2 | $7.7K | Sell |
7,697
-85,852
| -92% | -$85.9K | 1.44% | 15 |
|
|
2021
Q1 | $7.93M | Sell |
93,549
-5,673
| -6% | -$481K | 1.55% | 12 |
|
|
2020
Q4 | $8.75M | Sell |
99,222
-28,950
| -23% | -$2.55M | 1.61% | 11 |
|
|
2020
Q3 | $11.3M | Buy |
128,172
+45
| +0% | +$3.97K | 2.34% | 10 |
|
|
2020
Q2 | $11.3M | Buy |
128,127
+9,547
| +8% | +$843K | 2.5% | 10 |
|
|
2020
Q1 | $10.1M | Buy |
118,580
+11,132
| +10% | +$950K | 2.55% | 10 |
|
|
2019
Q4 | $9.01M | Buy |
107,448
+15,996
| +17% | +$1.34M | 2.01% | 12 |
|
|
2019
Q3 | $7.72M | Buy |
91,452
+77,285
| +546% | +$6.52M | 1.89% | 12 |
|
|
2019
Q2 | $1.18M | Sell |
14,167
-2,441
| -15% | -$203K | 0.31% | 29 |
|
|
2019
Q1 | $1.35M | Buy |
16,608
+2,540
| +18% | +$206K | 0.37% | 29 |
|
|
2018
Q4 | $1.11M | Buy |
14,068
+6,504
| +86% | +$515K | 0.34% | 30 |
|
|
2018
Q3 | $595K | Sell |
7,564
-1,696
| -18% | -$133K | 0.2% | 33 |
|
|
2018
Q2 | $733K | Sell |
9,260
-1,187
| -11% | -$94K | 0.29% | 25 |
|
|
2018
Q1 | $835K | Buy |
10,447
+2,268
| +28% | +$181K | 0.34% | 23 |
|
|
2017
Q4 | $667 | Buy |
8,179
+1,534
| +23% | +$125 | 0.2% | 22 |
|
|
2017
Q3 | $545K | Sell |
6,645
-179
| -3% | -$14.7K | 0.27% | 23 |
|
|
2017
Q2 | $558K | Buy |
6,824
+202
| +3% | +$16.5K | 0.32% | 19 |
|
|
2017
Q1 | $537K | Sell |
6,622
-2,620
| -28% | -$212K | 0.33% | 20 |
|
|
2016
Q4 | $747K | Buy |
9,242
+2,780
| +43% | +$225K | 0.5% | 18 |
|
|
2016
Q3 | $544K | Sell |
6,462
-127
| -2% | -$10.7K | 0.4% | 18 |
|
|
2016
Q2 | $555K | Buy |
6,589
+285
| +5% | +$24K | 0.44% | 16 |
|
|
2016
Q1 | $522K | Buy |
6,304
+25
| +0.4% | +$2.07K | 0.41% | 17 |
|
|
2015
Q4 | $507K | Buy |
+6,279
| New | +$507K | 0.37% | 20 |
|
|
2014
Q3 | $26.6M | Buy |
324,288
+323,543
| +43,429% | +$26.5M | 35.73% | 1 |
|
|
2014
Q2 | $61K | Hold |
745
| – | – | 0.11% | 14 |
|
|
2014
Q1 | $60K | Hold |
745
| – | – | 0.07% | 16 |
|
|
2013
Q4 | $60K | Buy |
+745
| New | +$60K | 0.07% | 17 |
|