LWM
Lodestone Wealth 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 | $1.03M | Sell |
14,018
-1,090
| -7% | -$80.3K | 0.5% | 60 |
|
|
2025
Q1 | $1.11M | Sell |
15,108
-999
| -6% | -$73.4K | 0.59% | 55 |
|
|
2024
Q4 | $1.16M | Sell |
16,107
-4,462
| -22% | -$321K | 0.58% | 55 |
|
|
2024
Q3 | $1.54M | Sell |
20,569
-29,785
| -59% | -$2.24M | 0.77% | 50 |
|
|
2024
Q2 | $3.63M | Sell |
50,354
-1,336
| -3% | -$96.3K | 1.91% | 9 |
|
|
2024
Q1 | $3.75M | Buy |
51,690
+45
| +0.1% | +$3.27K | 1.97% | 10 |
|
|
2023
Q4 | $3.8M | Buy |
+51,645
| New | +$3.8M | 2.2% | 6 |
|