LPAM
Lodestar Private Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Sell |
2,560
-302
| -11% | -$23.8K | 0.02% | 221 |
|
|
2025
Q1 | $224K | Buy |
2,862
+172
| +6% | +$13.5K | 0.03% | 205 |
|
|
2024
Q4 | $208K | Buy |
+2,690
| New | +$208K | 0.03% | 208 |
|
|
2023
Q3 | – | Sell |
-3,663
| Closed | -$277K | – | 198 |
|
|
2023
Q2 | $277K | Sell |
3,663
-458
| -11% | -$34.6K | 0.05% | 168 |
|
|
2023
Q1 | $315K | Sell |
4,121
-2,198
| -35% | -$168K | 0.06% | 153 |
|
|
2022
Q4 | $476K | Buy |
+6,319
| New | +$476K | 0.09% | 125 |
|