LAS
LWM Advisory Services’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,093
| Closed | -$221K | – | 85 |
|
|
2022
Q3 | $221K | Buy |
+3,093
| New | +$221K | 0.25% | 110 |
|
|
2022
Q2 | – | Sell |
-3,948
| Closed | -$314K | – | 110 |
|
|
2022
Q1 | $314K | Buy |
3,948
+553
| +16% | +$44K | 0.39% | 79 |
|
|
2021
Q4 | $288K | Buy |
+3,395
| New | +$288K | 0.36% | 82 |
|