Ownership history in Lifeworks Advisors, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Lifeworks Advisors, LLC reported a position in VANGUARD CHARLOTTE FDS (BNDX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 359,078 | +33,073 | +10.1% | 2.25% | $17.4M | $48.11 |
| 2025 Q3 | ADDED | 326,005 | +13,124 | +4.2% | 2.15% | $16.1M | $47.97 |
| 2025 Q2 | ADDED | 312,881 | +25,561 | +8.9% | 2.31% | $15.5M | $47.71 |
| 2025 Q1 | ADDED | 287,320 | +29,009 | +11.2% | 2.33% | $14.0M | $46.74 |
| 2024 Q4 | ADDED | 258,311 | +19,757 | +8.3% | 2.29% | $12.7M | $46.77 |
| 2024 Q3 | ADDED | 238,554 | +67,034 | +39.1% | 2.36% | $12.0M | $46.70 |
| 2024 Q2 | ADDED | 171,520 | +2,847 | +1.7% | 2.32% | $8.3M | $44.93 |
| 2024 Q1 | ADDED | 168,673 | +36,877 | +28.0% | 2.32% | $8.3M | $45.16 |
| 2023 Q4 | ADDED | 131,796 | +14,989 | +12.8% | 2.24% | $6.5M | $45.16 |
| 2023 Q3 | ADDED | 116,807 | +15,699 | +15.5% | 2.17% | $5.6M | $42.36 |
As of 2025 Q4 — sorted by position size