BAM
Bruderman Asset Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,606
| Closed | -$729K | – | 90 |
|
|
2021
Q1 | $729K | Sell |
8,606
-429
| -5% | -$36.3K | 0.2% | 74 |
|
|
2020
Q4 | $797K | Sell |
9,035
-380
| -4% | -$33.5K | 0.23% | 73 |
|
|
2020
Q3 | $831K | Sell |
9,415
-284
| -3% | -$25.1K | 0.27% | 72 |
|
|
2020
Q2 | $855K | Sell |
9,699
-82
| -0.8% | -$7.23K | 0.28% | 71 |
|
|
2020
Q1 | $837K | Buy |
9,781
+611
| +7% | +$52.3K | 0.33% | 61 |
|
|
2019
Q4 | $770K | Sell |
9,170
-1,250
| -12% | -$105K | 0.24% | 75 |
|
|
2019
Q3 | $869K | Sell |
10,420
-1,979
| -16% | -$165K | 0.22% | 79 |
|
|
2019
Q2 | $1.03M | Buy |
12,399
+1,373
| +12% | +$114K | 0.24% | 64 |
|
|
2019
Q1 | $895K | Buy |
11,026
+126
| +1% | +$10.2K | 0.2% | 72 |
|
|
2018
Q4 | $863K | Sell |
10,900
-520
| -5% | -$41.2K | 0.22% | 65 |
|
|
2018
Q3 | $899K | Buy |
11,420
+25
| +0.2% | +$1.97K | 0.21% | 74 |
|
|
2018
Q2 | $902K | Sell |
11,395
-384
| -3% | -$30.4K | 0.22% | 73 |
|
|
2018
Q1 | $942K | Sell |
11,779
-66
| -0.6% | -$5.28K | 0.23% | 73 |
|
|
2017
Q4 | $966K | Sell |
11,845
-92
| -0.8% | -$7.5K | 0.25% | 68 |
|
|
2017
Q3 | $978K | Buy |
11,937
+1,138
| +11% | +$93.2K | 0.25% | 68 |
|
|
2017
Q2 | $884K | Buy |
+10,799
| New | +$884K | 0.24% | 71 |
|
|
2017
Q1 | – | Sell |
-773
| Closed | -$62K | – | 139 |
|
|
2016
Q4 | $62K | Buy |
773
+133
| +21% | +$10.7K | 0.02% | 180 |
|
|
2016
Q3 | $54K | Buy |
640
+244
| +62% | +$20.6K | 0.02% | 195 |
|
|
2016
Q2 | $33K | Buy |
396
+150
| +61% | +$12.5K | 0.01% | 230 |
|
|
2016
Q1 | $20K | Buy |
246
+161
| +189% | +$13.1K | 0.01% | 267 |
|
|
2015
Q4 | $7K | Buy |
+85
| New | +$7K | ﹤0.01% | 356 |
|