LIG
Lokken Investment Group’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-37,822
| Closed | -$3.21M | – | 129 |
|
|
2021
Q4 | $3.21M | Buy |
37,822
+9
| +0% | +$763 | 2.29% | 13 |
|
|
2021
Q3 | $3.23M | Sell |
37,813
-40
| -0.1% | -$3.42K | 2.56% | 11 |
|
|
2021
Q2 | $3.25M | Sell |
37,853
-132
| -0.3% | -$11.3K | 2.64% | 9 |
|
|
2021
Q1 | $3.22M | Sell |
37,985
-4,699
| -11% | -$398K | 2.84% | 8 |
|
|
2020
Q4 | $3.76M | Buy |
+42,684
| New | +$3.76M | 3.44% | 7 |
|