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