Ackerman Capital Advisors’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-88,056
| Closed | -$7.52M | – | 126 |
|
|
2020
Q1 | $7.52M | Sell |
88,056
-46,366
| -34% | -$3.96M | 2.93% | 10 |
|
|
2019
Q4 | $11.3M | Sell |
134,422
-21,728
| -14% | -$1.82M | 3.33% | 7 |
|
|
2019
Q3 | $13.2M | Sell |
156,150
-723
| -0.5% | -$61K | 4.55% | 5 |
|
|
2019
Q2 | $13K | Buy |
156,873
+66,117
| +73% | +$5.49K | 0.06% | 50 |
|
|
2019
Q1 | $7.37K | Sell |
90,756
-461
| -0.5% | -$37 | 0.04% | 49 |
|
|
2018
Q4 | $7.23K | Buy |
+91,217
| New | +$7.23K | 0.56% | 28 |
|
|
2018
Q1 | $11.7M | Sell |
143,051
-9,015
| -6% | -$735K | 4.68% | 7 |
|
|
2017
Q4 | $12.5M | Buy |
+152,066
| New | +$12.5M | 5.29% | 4 |
|
|
2017
Q2 | $10.8M | Buy |
+131,882
| New | +$10.8M | 4.51% | 7 |
|