Alpha Financial Advisors’s Vanguard Total World Bond ETF BNDW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$391K	Sell	5,715 -163	-3%	-$11.2K	0.12%	40
2025 Q4	$404K	Buy	5,878 +225	+4%	+$15.7K	0.12%	41
2025 Q3	$394K	Buy	5,653 +65	+1%	+$4.5K	0.14%	35
2025 Q2	$387K	Buy	5,588 +166	+3%	+$11.4K	0.15%	34
2025 Q1	$373K	Buy	5,422 +252	+5%	+$17.2K	0.17%	28
2024 Q4	$353K	Buy	5,170 +416	+9%	+$28.9K	0.16%	32
2024 Q3	$336K	Buy	4,754 +18	+0.4%	+$1.25K	0.15%	30
2024 Q2	$322K	Sell	4,736 -162	-3%	-$11K	0.16%	32
2024 Q1	$336K	Sell	4,898 -1,097	-18%	-$75K	0.16%	31
2023 Q4	$415K	Sell	5,995 -47	-0.8%	-$3.16K	0.21%	25
2023 Q3	$401K	Buy	6,042 +428	+8%	+$28.9K	0.25%	25
2023 Q2	$384K	Buy	5,614 +161	+3%	+$11K	0.24%	25
2023 Q1	$376K	Buy	5,453 +561	+11%	+$38.4K	0.26%	24
2022 Q4	$328K	Buy	+4,892	New	+$330K	0.28%	29