Lumature Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$12.9K Sell
2022
Q3
$58K Sell
2022
Q2
$159K Sell
2022
Q1
$2.4M Sell
2021
Q4
$2.65M Sell
2021
Q3
$2.78M Buy
2021
Q2
$2.64M Buy
2021
Q1
$2.36M Buy
2020
Q4
$1.17M Buy