Alpha Financial Advisors’s Vanguard Total World Bond ETF BNDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
5,588
+166
| +3% | +$11.5K | 0.15% | 34 |
|
|
2025
Q1 | $373K | Buy |
5,422
+252
| +5% | +$17.3K | 0.17% | 28 |
|
|
2024
Q4 | $353K | Buy |
5,170
+416
| +9% | +$28.4K | 0.16% | 32 |
|
|
2024
Q3 | $336K | Buy |
4,754
+18
| +0.4% | +$1.27K | 0.15% | 30 |
|
|
2024
Q2 | $322K | Sell |
4,736
-162
| -3% | -$11K | 0.16% | 32 |
|
|
2024
Q1 | $336K | Sell |
4,898
-1,097
| -18% | -$75.3K | 0.16% | 31 |
|
|
2023
Q4 | $415K | Sell |
5,995
-47
| -0.8% | -$3.25K | 0.21% | 25 |
|
|
2023
Q3 | $401K | Buy |
6,042
+428
| +8% | +$28.4K | 0.25% | 25 |
|
|
2023
Q2 | $384K | Buy |
5,614
+161
| +3% | +$11K | 0.24% | 25 |
|
|
2023
Q1 | $376K | Buy |
5,453
+561
| +11% | +$38.7K | 0.26% | 24 |
|
|
2022
Q4 | $328K | Buy |
+4,892
| New | +$328K | 0.28% | 29 |
|