LAM
Lummis Asset Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4K | Hold |
169
| – | – | 0.01% | 115 |
|
|
2025
Q1 | $12.4K | Hold |
169
| – | – | 0.01% | 116 |
|
|
2024
Q4 | $12.2K | Hold |
169
| – | – | 0.02% | 90 |
|
|
2024
Q3 | $12.7K | Hold |
169
| – | – | 0.01% | 94 |
|
|
2024
Q2 | $12.2K | Hold |
169
| – | – | 0.02% | 90 |
|
|
2024
Q1 | $12.3K | Buy |
169
+130
| +333% | +$9.44K | 0.02% | 91 |
|
|
2023
Q4 | $2.87K | Buy |
+39
| New | +$2.87K | ﹤0.01% | 145 |
|