LRI Investments’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 | $392K | Sell |
5,319
-162
| -3% | -$11.9K | 0.03% | 196 |
|
|
2025
Q1 | $403K | Sell |
5,481
-124
| -2% | -$9.11K | 0.04% | 186 |
|
|
2024
Q4 | $403K | Sell |
5,605
-57
| -1% | -$4.1K | 0.04% | 163 |
|
|
2024
Q3 | $410K | Sell |
5,662
-142
| -2% | -$10.3K | 0.04% | 174 |
|
|
2024
Q2 | $418K | Sell |
5,804
-380
| -6% | -$27.4K | 0.05% | 131 |
|
|
2024
Q1 | $449K | Buy |
+6,184
| New | +$449K | 0.11% | 80 |
|