Financial Synergies Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,308
| Closed | -$64.4K | – | 120 |
|
|
2024
Q1 | $64.4K | Sell |
1,308
-1,884
| -59% | -$92.7K | 0.01% | 115 |
|
|
2023
Q4 | $151K | Buy |
3,192
+1,885
| +144% | +$89.4K | 0.02% | 70 |
|
|
2023
Q3 | $62.5K | Buy |
1,307
+1
| +0.1% | +$48 | 0.01% | 104 |
|
|
2023
Q2 | $63.9K | Sell |
1,306
-156
| -11% | -$7.63K | 0.01% | 99 |
|
|
2023
Q1 | $71.5K | Sell |
1,462
-1,730
| -54% | -$84.6K | 0.01% | 98 |
|
|
2022
Q4 | $151K | Sell |
3,192
-8,465
| -73% | -$401K | 0.02% | 70 |
|
|
2022
Q3 | $556K | Buy |
11,657
+6
| +0.1% | +$286 | 0.1% | 48 |
|
|
2022
Q2 | $577K | Sell |
11,651
-221,704
| -95% | -$11M | 0.09% | 48 |
|
|
2022
Q1 | $12.2M | Sell |
233,355
-506,415
| -68% | -$26.6M | 1.93% | 12 |
|
|
2021
Q4 | $40.8M | Sell |
739,770
-256,609
| -26% | -$14.2M | 5.59% | 7 |
|
|
2021
Q3 | $56.8M | Buy |
996,379
+55,106
| +6% | +$3.14M | 7.76% | 5 |
|
|
2021
Q2 | $53.7M | Buy |
941,273
+52,275
| +6% | +$2.98M | 7.33% | 5 |
|
|
2021
Q1 | $50.8M | Buy |
888,998
+30,621
| +4% | +$1.75M | 7.38% | 5 |
|
|
2020
Q4 | $50.3M | Buy |
858,377
+578,515
| +207% | +$33.9M | 7.82% | 4 |
|
|
2020
Q3 | $16.3M | Buy |
279,862
+271,173
| +3,121% | +$15.8M | 4.17% | 9 |
|
|
2020
Q2 | $502K | Buy |
8,689
+2,093
| +32% | +$121K | 0.17% | 33 |
|
|
2020
Q1 | $371K | Buy |
6,596
+2,006
| +44% | +$113K | 0.21% | 22 |
|
|
2019
Q4 | $260K | Buy |
+4,590
| New | +$260K | 0.12% | 30 |
|