SBL
Sargent Bickham Lagudis’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $8.8M | Buy |
122,463
+6,738
| +6% | +$484K | 0.72% | 32 |
|
|
2022
Q3 | $8.26M | Sell |
115,725
-18,482
| -14% | -$1.32M | 0.74% | 31 |
|
|
2022
Q2 | $10.1M | Sell |
134,207
-44,163
| -25% | -$3.32M | 0.87% | 26 |
|
|
2022
Q1 | $14.2M | Buy |
178,370
+95,208
| +114% | +$7.57M | 1.1% | 21 |
|
|
2021
Q4 | $7.05M | Sell |
83,162
-5,694
| -6% | -$483K | 0.53% | 42 |
|
|
2021
Q3 | $7.59M | Sell |
88,856
-137
| -0.2% | -$11.7K | 0.62% | 34 |
|
|
2021
Q2 | $7.64M | Sell |
88,993
-3,972
| -4% | -$341K | 0.62% | 36 |
|
|
2021
Q1 | $7.88M | Sell |
92,965
-2,264
| -2% | -$192K | 0.69% | 32 |
|
|
2020
Q4 | $8.4M | Buy |
95,229
+7,622
| +9% | +$672K | 0.78% | 27 |
|
|
2020
Q3 | $7.73M | Sell |
87,607
-6,383
| -7% | -$563K | 0.78% | 28 |
|
|
2020
Q2 | $8.3M | Sell |
93,990
-20,195
| -18% | -$1.78M | 0.89% | 24 |
|
|
2020
Q1 | $9.75M | Sell |
114,185
-22,548
| -16% | -$1.92M | 1.25% | 18 |
|
|
2019
Q4 | $11.5M | Sell |
136,733
-10,506
| -7% | -$881K | 1.27% | 14 |
|
|
2019
Q3 | $12.4M | Sell |
147,239
-2,953
| -2% | -$249K | 1.5% | 10 |
|
|
2019
Q2 | $12.5M | Sell |
150,192
-4,038
| -3% | -$335K | 1.48% | 11 |
|
|
2019
Q1 | $12.5M | Buy |
154,230
+10,236
| +7% | +$831K | 1.45% | 13 |
|
|
2018
Q4 | $11.4M | Sell |
143,994
-1,665
| -1% | -$132K | 1.48% | 12 |
|
|
2018
Q3 | $11.5M | Buy |
145,659
+64,724
| +80% | +$5.09M | 1.36% | 16 |
|
|
2018
Q2 | $6.41M | Sell |
80,935
-4,773
| -6% | -$378K | 0.79% | 29 |
|
|
2018
Q1 | $6.85M | Sell |
85,708
-6,238
| -7% | -$499K | 0.85% | 26 |
|
|
2017
Q4 | $7.5M | Buy |
91,946
+710
| +0.8% | +$57.9K | 0.9% | 24 |
|
|
2017
Q3 | $7.48M | Sell |
91,236
-2,259
| -2% | -$185K | 0.93% | 23 |
|
|
2017
Q2 | $7.65M | Sell |
93,495
-4,204
| -4% | -$344K | 0.97% | 19 |
|
|
2017
Q1 | $7.92M | Sell |
97,699
-3,678
| -4% | -$298K | 1.03% | 21 |
|
|
2016
Q4 | $8.19M | Buy |
101,377
+97,864
| +2,786% | +$7.91M | 1.26% | 15 |
|
|
2016
Q3 | $6.18K | Sell |
3,513
-77,456
| -96% | -$136K | 0.93% | 22 |
|
|
2016
Q2 | $6.83M | Sell |
80,969
-1,131
| -1% | -$95.3K | 1.06% | 17 |
|
|
2016
Q1 | $6.8M | Buy |
+82,100
| New | +$6.8M | 1.09% | 18 |
|