Bernzott Capital Advisors’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.67M | Hold |
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2021
Q3 | $1.69M | Buy |
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2021
Q2 | $1.44M | Buy |
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|
2021
Q1 | $1.17M | Hold |
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|
2020
Q4 | $1.21M | Sell |
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2020
Q3 | $2.73M | Sell |
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|
2020
Q2 | $2.86M | Sell |
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2020
Q1 | $2.78M | Sell |
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|
2019
Q4 | $2.91M | Hold |
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|
2019
Q3 | $2.92M | Hold |
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|
2019
Q2 | $2.88M | Buy |
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2019
Q1 | $2.58M | Sell |
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|
2018
Q4 | $2.52M | Hold |
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|
2018
Q3 | $2.5M | Sell |
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|
2018
Q2 | $3.1M | Sell |
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|
2018
Q1 | $3.17M | Sell |
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|
2017
Q4 | $3.25M | Hold |
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|
2017
Q3 | $3.27M | Hold |
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|
2017
Q2 | $3.26M | Buy |
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|
2017
Q1 | $3.2M | Hold |
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|
2016
Q4 | $3.19M | Hold |
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|
2016
Q3 | $3.32M | Hold |
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|
2016
Q2 | $3.33M | Sell |
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|
2016
Q1 | $3.49M | Hold |
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|
2015
Q4 | $3.4M | Hold |
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|
2015
Q3 | $3.45M | Buy |
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|
2015
Q2 | $3.34M | Buy |
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|
2015
Q1 | $3.36M | Buy |
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|
2014
Q4 | $663K | Hold |
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|
2014
Q3 | $660K | Hold |
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|
2014
Q2 | $662K | Buy |
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