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Lockerman Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Lockerman Financial Group’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,921
Closed -$215K – 92
2026
Q1 		$215K Sell
2,921
-71
-2% -$5.27K 0.39% 82
2025
Q4 		$222K Sell
2,992
-391
-12% -$29.1K 0.43% 75
2025
Q3 		$252K Sell
3,383
-142
-4% -$10.5K 0.32% 105
2025
Q2 		$260K Sell
3,525
-209
-6% -$15.2K 0.35% 104
2025
Q1 		$274K Sell
3,734
-5,211
-58% -$378K 0.41% 82
2024
Q4 		$643K Buy
8,945
+398
+5% +$29.1K 1.09% 28
2024
Q3 		$642K Buy
8,547
+48
+0.6% +$3.55K 1.09% 28
2024
Q2 		$612K Sell
8,499
-231
-3% -$16.5K 1.11% 27
2024
Q1 		$634K Buy
8,730
+224
+3% +$16.3K 1.21% 22
2023
Q4 		$626K Buy
8,506
+740
+10% +$52.2K 1.45% 17
2023
Q3 		$542K Sell
7,766
-580
-7% -$41.4K 1.46% 17
2023
Q2 		$607K Buy
8,346
+85
+1% +$6.23K 1.69% 16
2023
Q1 		$610K Buy
8,261
+4
+0% +$293 1.68% 17
2022
Q4 		$593K Hold
8,257
– – 1.73% 17
2022
Q3 		$589K Buy
8,257
+2,828
+52% +$212K 1.7% 16
2022
Q2 		$407K Buy
5,429
+1,353
+33% +$103K 1.3% 21
2022
Q1 		$324K Buy
4,076
+249
+7% +$20.3K 0.88% 28
2021
Q4 		$324K Buy
+3,827
New +$326K 0.85% 33

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FG
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PIMG
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AC
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CA
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PCWA
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TC
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JF
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AAG
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