Perennial Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $1.76M | Sell |
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|
2023
Q3 | $1.69M | Sell |
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|
2023
Q2 | $1.78M | Sell |
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|
2023
Q1 | $1.82M | Buy |
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|
2022
Q4 | $311K | Sell |
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|
2022
Q3 | $328K | Buy |
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|
2022
Q2 | $302K | Sell |
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|
2022
Q1 | $343K | Buy |
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|
2021
Q4 | $233K | Sell |
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|
2021
Q3 | $366K | Buy |
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|
2021
Q2 | $352K | Sell |
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|
2021
Q1 | $621K | Sell |
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|
2020
Q4 | $653K | Buy |
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|
2020
Q3 | $652K | Buy |
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|
2020
Q2 | $590K | Buy |
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|
2020
Q1 | $468K | Hold |
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|
2019
Q4 | $460K | Buy |
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