Ownership history in LWMG, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which LWMG, LLC reported a position in VANGUARD BD INDEX FDS (BSV). 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | ADDED | 124,402 | +12,491 | +11.2% | 1.86% | $9.8M | $74.34 |
| 2024 Q2 | ADDED | 111,911 | +5,211 | +4.9% | 1.81% | $8.6M | $71.83 |
| 2024 Q1 | REDUCED | 106,700 | -326 | -0.3% | 1.89% | $8.2M | $71.22 |
| 2023 Q4 | ADDED | 107,026 | +9,047 | +9.2% | 2.02% | $8.2M | $71.18 |
| 2023 Q3 | ADDED | 97,979 | +797 | +0.8% | 2.02% | $7.4M | $68.80 |
| 2023 Q2 | ADDED | 97,182 | +6,095 | +6.7% | 2.06% | $7.3M | $68.72 |
| 2023 Q1 | ADDED | 91,087 | +23,386 | +34.5% | 2.18% | $7.0M | $69.18 |
| 2022 Q4 | INITIATED | 67,701 | — | — | 1.83% | $5.1M | — |
As of 2025 Q4 — sorted by position size