LWP
Lumature Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-179
| Closed | -$12.9K | – | 401 |
|
|
2022
Q4 | $12.9K | Sell |
179
-641
| -78% | -$46K | 0.01% | 292 |
|
|
2022
Q3 | $58K | Sell |
820
-1,287
| -61% | -$91K | 0.03% | 220 |
|
|
2022
Q2 | $159K | Sell |
2,107
-28,128
| -93% | -$2.12M | 0.07% | 187 |
|
|
2022
Q1 | $2.41M | Sell |
30,235
-1,073
| -3% | -$85.4K | 0.97% | 16 |
|
|
2021
Q4 | $2.65M | Sell |
31,308
-1,224
| -4% | -$104K | 1.03% | 17 |
|
|
2021
Q3 | $2.78M | Buy |
32,532
+1,819
| +6% | +$155K | 1.14% | 14 |
|
|
2021
Q2 | $2.64M | Buy |
30,713
+2,832
| +10% | +$243K | 1.09% | 17 |
|
|
2021
Q1 | $2.36M | Buy |
27,881
+14,648
| +111% | +$1.24M | 1.24% | 18 |
|
|
2020
Q4 | $1.17M | Buy |
+13,233
| New | +$1.17M | 1.1% | 18 |
|