BSW Wealth Partners’s Vanguard Total International Bond ETF BNDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-6,920
| Closed | -$339K | – | 288 |
|
2023
Q1 | $339K | Buy |
+6,920
| New | +$339K | 0.07% | 201 |
|
2018
Q4 | – | Sell |
-10,675
| Closed | -$582K | – | 106 |
|
2018
Q3 | $582K | Hold |
10,675
| – | – | 0.22% | 42 |
|
2018
Q2 | $584K | Hold |
10,675
| – | – | 0.25% | 41 |
|
2018
Q1 | $584K | Buy |
10,675
+621
| +6% | +$34K | 0.26% | 38 |
|
2017
Q4 | $547K | Buy |
10,054
+23
| +0.2% | +$1.25K | 0.23% | 42 |
|
2017
Q3 | $548K | Buy |
10,031
+24
| +0.2% | +$1.31K | 0.24% | 41 |
|
2017
Q2 | $544K | Buy |
10,007
+22
| +0.2% | +$1.2K | 0.25% | 38 |
|
2017
Q1 | $540K | Buy |
9,985
+406
| +4% | +$22K | 0.27% | 35 |
|
2016
Q4 | $520K | Buy |
9,579
+9,047
| +1,701% | +$491K | 0.27% | 38 |
|
2016
Q3 | $9.49K | Sell |
532
-7,293
| -93% | -$130K | 0.33% | 36 |
|
2016
Q2 | $436K | Hold |
7,825
| – | – | 0.24% | 40 |
|
2016
Q1 | $427K | Buy |
+7,825
| New | +$427K | 0.24% | 40 |
|