Kovack 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $211K | Sell |
2,863
-1
| -0% | -$74 | 0.02% | 549 |
|
2025
Q1 | $210K | Sell |
2,864
-1,916
| -40% | -$141K | 0.02% | 525 |
|
2024
Q4 | $344K | Buy |
4,780
+138
| +3% | +$9.92K | 0.03% | 410 |
|
2024
Q3 | $349K | Buy |
4,642
+1,544
| +50% | +$116K | 0.04% | 402 |
|
2024
Q2 | $223K | Sell |
3,098
-8,059
| -72% | -$581K | 0.02% | 499 |
|
2024
Q1 | $810K | Buy |
+11,157
| New | +$810K | 0.1% | 172 |
|
2023
Q2 | – | Sell |
-3,331
| Closed | -$246K | – | 584 |
|
2023
Q1 | $246K | Buy |
+3,331
| New | +$246K | 0.03% | 460 |
|
2022
Q3 | – | Sell |
-3,030
| Closed | -$228K | – | 562 |
|
2022
Q2 | $228K | Sell |
3,030
-2,362
| -44% | -$178K | 0.03% | 527 |
|
2022
Q1 | $428K | Sell |
5,392
-5,481
| -50% | -$435K | 0.04% | 429 |
|
2021
Q4 | $921K | Sell |
10,873
-752
| -6% | -$63.7K | 0.09% | 242 |
|
2021
Q3 | $993K | Sell |
11,625
-404
| -3% | -$34.5K | 0.11% | 218 |
|
2021
Q2 | $1.03M | Sell |
12,029
-1,044
| -8% | -$89.7K | 0.12% | 200 |
|
2021
Q1 | $1.11M | Buy |
13,073
+2,121
| +19% | +$180K | 0.14% | 167 |
|
2020
Q4 | $966K | Sell |
10,952
-2,989
| -21% | -$264K | 0.14% | 163 |
|
2020
Q3 | $1.23M | Sell |
13,941
-47
| -0.3% | -$4.15K | 0.22% | 118 |
|
2020
Q2 | $1.24M | Buy |
13,988
+2,541
| +22% | +$225K | 0.24% | 106 |
|
2020
Q1 | $977K | Buy |
11,447
+1,505
| +15% | +$128K | 0.23% | 109 |
|
2019
Q4 | $834K | Buy |
9,942
+6,691
| +206% | +$561K | 0.15% | 165 |
|
2019
Q3 | $275K | Buy |
+3,251
| New | +$275K | 0.06% | 355 |
|
2019
Q1 | – | Sell |
-4,416
| Closed | -$350K | – | 429 |
|
2018
Q4 | $350K | Sell |
4,416
-833
| -16% | -$66K | 0.1% | 225 |
|
2018
Q3 | $413K | Buy |
5,249
+121
| +2% | +$9.52K | 0.11% | 230 |
|
2018
Q2 | $406K | Sell |
5,128
-6,047
| -54% | -$479K | 0.11% | 215 |
|
2018
Q1 | $893K | Sell |
11,175
-967
| -8% | -$77.3K | 0.22% | 112 |
|
2017
Q4 | $990K | Buy |
12,142
+6,541
| +117% | +$533K | 0.25% | 96 |
|
2017
Q3 | $459K | Sell |
5,601
-512
| -8% | -$42K | 0.15% | 159 |
|
2017
Q2 | $500K | Buy |
6,113
+807
| +15% | +$66K | 0.16% | 159 |
|
2017
Q1 | $430K | Sell |
5,306
-100
| -2% | -$8.1K | 0.17% | 142 |
|
2016
Q4 | $437K | Buy |
5,406
+2,075
| +62% | +$168K | 0.21% | 119 |
|
2016
Q3 | $280K | Sell |
3,331
-464
| -12% | -$39K | 0.14% | 172 |
|
2016
Q2 | $320K | Buy |
3,795
+694
| +22% | +$58.5K | 0.17% | 142 |
|
2016
Q1 | $257K | Buy |
+3,101
| New | +$257K | 0.16% | 161 |
|