LL
LPWM LLC’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,846
| Closed | -$277K | – | 85 |
|
|
2024
Q4 | $277K | Sell |
3,846
-75
| -2% | -$5.39K | 0.09% | 68 |
|
|
2024
Q3 | $293K | Sell |
3,921
-69
| -2% | -$5.15K | 0.1% | 65 |
|
|
2024
Q2 | $289K | Sell |
3,990
-428
| -10% | -$31K | 0.1% | 61 |
|
|
2024
Q1 | $314K | Sell |
4,418
-489
| -10% | -$34.7K | 0.12% | 59 |
|
|
2023
Q4 | $357K | Buy |
+4,907
| New | +$357K | 0.14% | 52 |
|
|
2022
Q4 | – | Sell |
-8,178
| Closed | -$583K | – | 60 |
|
|
2022
Q3 | $583K | Buy |
8,178
+4,813
| +143% | +$343K | 0.35% | 35 |
|
|
2022
Q2 | $252K | Buy |
+3,365
| New | +$252K | 0.14% | 53 |
|
|
2021
Q1 | – | Sell |
-5,786
| Closed | -$510K | – | 58 |
|
|
2020
Q4 | $510K | Buy |
5,786
+2
| +0% | +$176 | 0.38% | 30 |
|
|
2020
Q3 | $510K | Buy |
5,784
+1,935
| +50% | +$171K | 0.41% | 27 |
|
|
2020
Q2 | $340K | Buy |
+3,849
| New | +$340K | 0.31% | 37 |
|
|
2020
Q1 | – | Sell |
-3,308
| Closed | -$277K | – | 45 |
|
|
2019
Q4 | $277K | Buy |
+3,308
| New | +$277K | 0.26% | 37 |
|