Kovitz Investment Group Partners’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 | $282K | Buy |
+3,829
| New | +$282K | ﹤0.01% | 1158 |
|
|
2024
Q3 | – | Sell |
-5,206
| Closed | -$375K | – | 1058 |
|
|
2024
Q2 | $375K | Buy |
+5,206
| New | +$375K | ﹤0.01% | 693 |
|
|
2022
Q1 | – | Sell |
-4,040
| Closed | -$356K | – | 417 |
|
|
2021
Q4 | $356K | Buy |
+4,040
| New | +$356K | 0.01% | 350 |
|
|
2021
Q1 | – | Sell |
-4,040
| Closed | -$356K | – | 403 |
|
|
2020
Q4 | $356K | Sell |
4,040
-11,700
| -74% | -$1.03M | 0.01% | 347 |
|
|
2020
Q3 | $1.39M | Sell |
15,740
-469
| -3% | -$41.4K | 0.04% | 221 |
|
|
2020
Q2 | $1.43M | Buy |
+16,209
| New | +$1.43M | 0.04% | 210 |
|