BWA
Burt Wealth Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Sell |
8,321
-51
| -0.6% | -$2.53K | 0.09% | 76 |
|
|
2025
Q1 | $409K | Sell |
8,372
-375
| -4% | -$18.3K | 0.1% | 68 |
|
|
2024
Q4 | $429K | Hold |
8,747
| – | – | 0.11% | 69 |
|
|
2024
Q3 | $440K | Sell |
8,747
-38
| -0.4% | -$1.91K | 0.11% | 67 |
|
|
2024
Q2 | $428K | Sell |
8,785
-61
| -0.7% | -$2.97K | 0.11% | 69 |
|
|
2024
Q1 | $435K | Buy |
8,846
+61
| +0.7% | +$3K | 0.11% | 77 |
|
|
2023
Q4 | $434K | Buy |
8,785
+343
| +4% | +$16.9K | 0.12% | 65 |
|
|
2023
Q3 | $404K | Buy |
8,442
+324
| +4% | +$15.5K | 0.12% | 61 |
|
|
2023
Q2 | $397K | Hold |
8,118
| – | – | 0.12% | 67 |
|
|
2023
Q1 | $397K | Sell |
8,118
-1,159
| -12% | -$56.7K | 0.12% | 65 |
|
|
2022
Q4 | $440K | Buy |
9,277
+508
| +6% | +$24.1K | 0.15% | 63 |
|
|
2022
Q3 | $419K | Sell |
8,769
-531
| -6% | -$25.4K | 0.17% | 47 |
|
|
2022
Q2 | $461K | Sell |
9,300
-190
| -2% | -$9.42K | 0.16% | 48 |
|
|
2022
Q1 | $498K | Sell |
9,490
-6,026
| -39% | -$316K | 0.15% | 51 |
|
|
2021
Q4 | $856K | Hold |
15,516
| – | – | 0.28% | 32 |
|
|
2021
Q3 | $884K | Sell |
15,516
-37,500
| -71% | -$2.14M | 0.28% | 30 |
|
|
2021
Q2 | $3.03M | Buy |
53,016
+182
| +0.3% | +$10.4K | 1.09% | 15 |
|
|
2021
Q1 | $3.02M | Buy |
52,834
+561
| +1% | +$32K | 1.11% | 14 |
|
|
2020
Q4 | $3.06M | Hold |
52,273
| – | – | 1.05% | 15 |
|
|
2020
Q3 | $3.04M | Sell |
52,273
-27
| -0.1% | -$1.57K | 1.14% | 16 |
|
|
2020
Q2 | $3.02M | Sell |
52,300
-68
| -0.1% | -$3.93K | 1.22% | 14 |
|
|
2020
Q1 | $2.95M | Buy |
52,368
+200
| +0.4% | +$11.3K | 1.32% | 12 |
|
|
2019
Q4 | $2.95M | Buy |
52,168
+265
| +0.5% | +$15K | 1.15% | 13 |
|
|
2019
Q3 | $3.05M | Sell |
51,903
-626
| -1% | -$36.8K | 1.26% | 12 |
|
|
2019
Q2 | $3.01M | Sell |
52,529
-32
| -0.1% | -$1.83K | 1.32% | 11 |
|
|
2019
Q1 | $2.93M | Sell |
52,561
-17,242
| -25% | -$961K | 1.32% | 11 |
|
|
2018
Q4 | $3.79M | Buy |
69,803
+4,065
| +6% | +$221K | 1.79% | 11 |
|
|
2018
Q3 | $3.59M | Buy |
65,738
+5,939
| +10% | +$324K | 1.63% | 10 |
|
|
2018
Q2 | $3.27M | Sell |
59,799
-9,703
| -14% | -$531K | 1.57% | 10 |
|
|
2018
Q1 | $3.8M | Buy |
69,502
+364
| +0.5% | +$19.9K | 1.94% | 9 |
|
|
2017
Q4 | $3.76M | Buy |
69,138
+951
| +1% | +$51.7K | 2.34% | 8 |
|
|
2017
Q3 | $3.72M | Buy |
68,187
+110
| +0.2% | +$6K | 2.44% | 8 |
|
|
2017
Q2 | $3.7M | Buy |
68,077
+3,707
| +6% | +$201K | 2.56% | 8 |
|
|
2017
Q1 | $3.48M | Buy |
64,370
+7,195
| +13% | +$389K | 2.51% | 7 |
|
|
2016
Q4 | $320K | Hold |
57,175
| – | – | 0.29% | 50 |
|
|
2016
Q3 | $320K | Buy |
57,175
+91
| +0.2% | +$509 | 0.34% | 40 |
|
|
2016
Q2 | $3.18M | Buy |
57,084
+40
| +0.1% | +$2.23K | 3.53% | 5 |
|
|
2016
Q1 | $3.11M | Sell |
57,044
-79,744
| -58% | -$4.35M | 2.84% | 6 |
|
|
2015
Q4 | $7.21M | Buy |
136,788
+81,191
| +146% | +$4.28M | 5.76% | 4 |
|
|
2015
Q3 | $2.91M | Hold |
55,597
| – | – | 3.62% | 5 |
|
|
2015
Q2 | $2.91M | Buy |
55,597
+52,117
| +1,498% | +$2.73M | 3.17% | 5 |
|
|
2015
Q1 | $167K | Hold |
3,480
| – | – | 0.17% | 60 |
|
|
2014
Q4 | $185K | Buy |
+3,480
| New | +$185K | 0.2% | 57 |
|