LA
LVW Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Sell |
180,500
-64,109
| -26% | -$4.72M | 1.45% | 16 |
|
|
2025
Q1 | $18M | Sell |
244,609
-26,188
| -10% | -$1.92M | 2.15% | 13 |
|
|
2024
Q4 | $19.5M | Buy |
+270,797
| New | +$19.5M | 2.34% | 8 |
|
|
2018
Q2 | – | Sell |
-4,129
| Closed | -$330K | – | 143 |
|
|
2018
Q1 | $330K | Buy |
+4,129
| New | +$330K | 0.1% | 103 |
|
|
2015
Q2 | – | Sell |
-6,600
| Closed | -$550K | – | 146 |
|
|
2015
Q1 | $550K | Buy |
6,600
+3,600
| +120% | +$300K | 0.26% | 65 |
|
|
2014
Q4 | $247K | Buy |
+3,000
| New | +$247K | 0.14% | 132 |
|