LPAM
Lodestar Private Asset 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 | $393K | Sell |
5,332
-140
| -3% | -$10.3K | 0.05% | 163 |
|
2025
Q1 | $402K | Sell |
5,472
-118
| -2% | -$8.67K | 0.05% | 155 |
|
2024
Q4 | $402K | Sell |
5,590
-808
| -13% | -$58.1K | 0.05% | 153 |
|
2024
Q3 | $481K | Sell |
6,398
-1,134
| -15% | -$85.2K | 0.06% | 140 |
|
2024
Q2 | $543K | Buy |
+7,532
| New | +$543K | 0.07% | 130 |
|
2023
Q4 | – | Sell |
-3,209
| Closed | -$224K | – | 207 |
|
2023
Q3 | $224K | Buy |
3,209
+207
| +7% | +$14.4K | 0.04% | 181 |
|
2023
Q2 | $218K | Buy |
+3,002
| New | +$218K | 0.04% | 187 |
|