Lockerman Financial Group’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
3,525
-209
| -6% | -$15.4K | 0.35% | 104 |
|
|
2025
Q1 | $274K | Sell |
3,734
-5,211
| -58% | -$383K | 0.41% | 82 |
|
|
2024
Q4 | $643K | Buy |
8,945
+398
| +5% | +$28.6K | 1.09% | 28 |
|
|
2024
Q3 | $642K | Buy |
8,547
+48
| +0.6% | +$3.61K | 1.09% | 28 |
|
|
2024
Q2 | $612K | Sell |
8,499
-231
| -3% | -$16.6K | 1.11% | 27 |
|
|
2024
Q1 | $634K | Buy |
8,730
+224
| +3% | +$16.3K | 1.21% | 22 |
|
|
2023
Q4 | $626K | Buy |
8,506
+740
| +10% | +$54.4K | 1.45% | 17 |
|
|
2023
Q3 | $542K | Sell |
7,766
-580
| -7% | -$40.5K | 1.46% | 17 |
|
|
2023
Q2 | $607K | Buy |
8,346
+85
| +1% | +$6.18K | 1.69% | 16 |
|
|
2023
Q1 | $610K | Buy |
8,261
+4
| +0% | +$295 | 1.68% | 17 |
|
|
2022
Q4 | $593K | Hold |
8,257
| – | – | 1.73% | 17 |
|
|
2022
Q3 | $589K | Buy |
8,257
+2,828
| +52% | +$202K | 1.7% | 16 |
|
|
2022
Q2 | $407K | Buy |
5,429
+1,353
| +33% | +$101K | 1.3% | 21 |
|
|
2022
Q1 | $324K | Buy |
4,076
+249
| +7% | +$19.8K | 0.88% | 28 |
|
|
2021
Q4 | $324K | Buy |
+3,827
| New | +$324K | 0.85% | 33 |
|