PP
PagnatoKarp Partners’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-26,488
| Closed | -$2.26M | – | 20 |
|
|
2020
Q1 | $2.26M | Sell |
26,488
-342
| -1% | -$29.2K | 0.56% | 32 |
|
|
2019
Q4 | $2.25M | Buy |
26,830
+1,362
| +5% | +$114K | 0.39% | 39 |
|
|
2019
Q3 | $2.15M | Buy |
25,468
+453
| +2% | +$38.2K | 0.43% | 38 |
|
|
2019
Q2 | $2.08M | Sell |
25,015
-11,670
| -32% | -$969K | 0.44% | 36 |
|
|
2019
Q1 | $2.98M | Sell |
36,685
-1
| -0% | -$81 | 0.67% | 30 |
|
|
2018
Q4 | $2.91M | Sell |
36,686
-6,084
| -14% | -$482K | 0.62% | 34 |
|
|
2018
Q3 | $3.37M | Sell |
42,770
-7,248
| -14% | -$570K | 0.98% | 20 |
|
|
2018
Q2 | $3.96M | Buy |
50,018
+3,062
| +7% | +$242K | 1.26% | 17 |
|
|
2018
Q1 | $3.75M | Sell |
46,956
-7,918
| -14% | -$633K | 1.58% | 14 |
|
|
2017
Q4 | $4.48M | Sell |
54,874
-12,373
| -18% | -$1.01M | 1.3% | 15 |
|
|
2017
Q3 | $5.51M | Sell |
67,247
-13,440
| -17% | -$1.1M | 1.4% | 13 |
|
|
2017
Q2 | $6.6M | Sell |
80,687
-14,446
| -15% | -$1.18M | 1.99% | 12 |
|
|
2017
Q1 | $7.71M | Sell |
95,133
-35,423
| -27% | -$2.87M | 2.23% | 13 |
|
|
2016
Q4 | $10.5M | Buy |
+130,556
| New | +$10.5M | 3.16% | 11 |
|