Lowery Thomas LLC’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.49M | Buy |
47,365
+3,243
| +7% | +$239K | 2.23% | 13 |
|
|
2025
Q1 | $3.24M | Sell |
44,122
-5,792
| -12% | -$425K | 2.22% | 14 |
|
|
2024
Q4 | $3.59M | Buy |
49,914
+11,096
| +29% | +$798K | 2.34% | 13 |
|
|
2024
Q3 | $2.92M | Buy |
+38,818
| New | +$2.92M | 1.98% | 16 |
|
|
2022
Q2 | – | Sell |
-29,736
| Closed | -$2.37M | – | 46 |
|
|
2022
Q1 | $2.37M | Sell |
29,736
-5,195
| -15% | -$413K | 1.84% | 22 |
|
|
2021
Q4 | $2.96M | Buy |
+34,931
| New | +$2.96M | 2.04% | 20 |
|