Capstone 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
2025
Q3
$265K Sell
2025
Q2
$305K Buy
2025
Q1
$237K Buy
2024
Q4
$234K Buy
2024
Q3
$238K Buy
2024
Q2
$227K Buy
2024
Q1
$228K Buy
2023
Q4
$229K Buy
2022
Q3
Sell
2022
Q2
$852K Sell
2022
Q1
$921K Buy