LPAM
Lodestar Private Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Buy |
244,431
+18,306
| +8% | +$1.42M | 2.18% | 10 |
|
|
2025
Q1 | $17.3M | Buy |
226,125
+10,674
| +5% | +$817K | 2.18% | 10 |
|
|
2024
Q4 | $16.1M | Buy |
215,451
+13,815
| +7% | +$1.03M | 2.01% | 11 |
|
|
2024
Q3 | $15.8M | Buy |
201,636
+14,645
| +8% | +$1.15M | 2.01% | 11 |
|
|
2024
Q2 | $14M | Buy |
186,991
+11,108
| +6% | +$832K | 1.93% | 14 |
|
|
2024
Q1 | $13.3M | Buy |
175,883
+15,738
| +10% | +$1.19M | 1.89% | 14 |
|
|
2023
Q4 | $12.2M | Buy |
160,145
+2,295
| +1% | +$175K | 1.88% | 14 |
|
|
2023
Q3 | $11.4M | Buy |
157,850
+26,817
| +20% | +$1.94M | 1.95% | 13 |
|
|
2023
Q2 | $9.86M | Buy |
131,033
+31,218
| +31% | +$2.35M | 1.65% | 15 |
|
|
2023
Q1 | $7.66M | Buy |
99,815
+43,480
| +77% | +$3.34M | 1.37% | 22 |
|
|
2022
Q4 | $4.19M | Buy |
+56,335
| New | +$4.19M | 0.8% | 35 |
|