PCIA
Prime Capital Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.8M | Sell |
1,274,541
-109,989
| -8% | -$8.1M | 1.25% | 21 |
|
|
2025
Q1 | $102M | Buy |
1,384,530
+63,622
| +5% | +$4.67M | 1.19% | 21 |
|
|
2024
Q4 | $95M | Buy |
1,320,908
+30,472
| +2% | +$2.19M | 1.38% | 21 |
|
|
2024
Q3 | $96.9M | Buy |
1,290,436
+48,272
| +4% | +$3.63M | 1.38% | 18 |
|
|
2024
Q2 | $89.5M | Buy |
1,242,164
+1,213
| +0.1% | +$87.4K | 1.33% | 19 |
|
|
2024
Q1 | $90.1M | Buy |
1,240,951
+216,702
| +21% | +$15.7M | 1.26% | 19 |
|
|
2023
Q4 | $75.3M | Buy |
1,024,249
+218,140
| +27% | +$16M | 1.14% | 18 |
|
|
2023
Q3 | $56.3M | Buy |
806,109
+9,822
| +1% | +$685K | 1.15% | 19 |
|
|
2023
Q2 | $57.9M | Buy |
796,287
+781,284
| +5,208% | +$56.8M | 1.14% | 17 |
|
|
2023
Q1 | $1.11M | Sell |
15,003
-14,868
| -50% | -$1.1M | 0.05% | 232 |
|
|
2022
Q4 | $2.15M | Buy |
29,871
+7,303
| +32% | +$525K | 0.08% | 171 |
|
|
2022
Q3 | $1.61M | Sell |
22,568
-10,185
| -31% | -$727K | 0.09% | 137 |
|
|
2022
Q2 | $2.47M | Buy |
32,753
+21,381
| +188% | +$1.61M | 0.15% | 118 |
|
|
2022
Q1 | $964K | Hold |
11,372
| – | – | 0.05% | 180 |
|
|
2021
Q4 | $964K | Buy |
11,372
+8,070
| +244% | +$684K | 0.05% | 182 |
|
|
2021
Q3 | $282K | Sell |
3,302
-9,998
| -75% | -$854K | 0.02% | 256 |
|
|
2021
Q2 | $1.14M | Buy |
+13,300
| New | +$1.14M | 0.07% | 174 |
|
|
2020
Q4 | – | Sell |
-7,349
| Closed | -$648K | – | 459 |
|
|
2020
Q3 | $648K | Sell |
7,349
-156
| -2% | -$13.8K | 0.05% | 172 |
|
|
2020
Q2 | $663K | Buy |
7,505
+3,372
| +82% | +$298K | 0.06% | 166 |
|
|
2020
Q1 | $353K | Buy |
+4,133
| New | +$353K | 0.04% | 166 |
|
|
2019
Q4 | – | Sell |
-3,615
| Closed | -$305K | – | 577 |
|
|
2019
Q3 | $305K | Buy |
+3,615
| New | +$305K | 0.05% | 172 |
|
|
2019
Q2 | – | Sell |
-3,624
| Closed | -$294K | – | 351 |
|
|
2019
Q1 | $294K | Sell |
3,624
-165
| -4% | -$13.4K | 0.09% | 120 |
|
|
2018
Q4 | $300K | Sell |
3,789
-1,736
| -31% | -$137K | 0.11% | 96 |
|
|
2018
Q3 | $435K | Sell |
5,525
-4,013
| -42% | -$316K | 0.14% | 98 |
|
|
2018
Q2 | $755K | Buy |
+9,538
| New | +$755K | 0.32% | 71 |
|