Foundations Investment 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 | $1.49M | Sell |
21,451
-97
| -0.5% | -$6.73K | 0.02% | 346 |
|
2025
Q1 | $1.48M | Buy |
21,548
+4,146
| +24% | +$285K | 0.03% | 332 |
|
2024
Q4 | $1.19M | Buy |
17,402
+3,946
| +29% | +$269K | 0.02% | 372 |
|
2024
Q3 | $950K | Buy |
13,456
+1,718
| +15% | +$121K | 0.02% | 367 |
|
2024
Q2 | $798K | Buy |
11,738
+3,371
| +40% | +$229K | 0.02% | 387 |
|
2024
Q1 | $574K | Buy |
8,367
+904
| +12% | +$62K | 0.02% | 440 |
|
2023
Q4 | $515K | Buy |
+7,463
| New | +$515K | 0.01% | 434 |
|