Capstone 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 | $305K | Buy |
4,403
+952
| +28% | +$66K | 0.02% | 121 |
|
|
2025
Q1 | $237K | Buy |
3,451
+17
| +0.5% | +$1.17K | 0.01% | 127 |
|
|
2024
Q4 | $234K | Buy |
3,434
+65
| +2% | +$4.43K | 0.01% | 131 |
|
|
2024
Q3 | $238K | Buy |
3,369
+26
| +0.8% | +$1.84K | 0.01% | 126 |
|
|
2024
Q2 | $227K | Buy |
3,343
+24
| +0.7% | +$1.63K | 0.02% | 132 |
|
|
2024
Q1 | $228K | Buy |
3,319
+16
| +0.5% | +$1.1K | 0.02% | 127 |
|
|
2023
Q4 | $229K | Buy |
+3,303
| New | +$229K | 0.02% | 124 |
|
|
2022
Q3 | – | Sell |
-12,143
| Closed | -$852K | – | 143 |
|
|
2022
Q2 | $852K | Sell |
12,143
-282
| -2% | -$19.8K | 0.07% | 54 |
|
|
2022
Q1 | $921K | Buy |
+12,425
| New | +$921K | 0.07% | 53 |
|