Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-103,632
| Closed | -$5.63M | – | 242 |
|
|
2017
Q4 | $5.63M | Buy |
103,632
+5,946
| +6% | +$323K | 3.49% | 4 |
|
|
2017
Q3 | $5.33M | Buy |
97,686
+1,208
| +1% | +$65.9K | 3.53% | 3 |
|
|
2017
Q2 | $5.24M | Buy |
96,478
+4,738
| +5% | +$258K | 3.58% | 3 |
|
|
2017
Q1 | $4.97M | Buy |
91,740
+895
| +1% | +$48.4K | 3.61% | 2 |
|
|
2016
Q4 | $4.93M | Buy |
90,845
+11,429
| +14% | +$620K | 4.13% | 3 |
|
|
2016
Q3 | $4.45M | Buy |
79,416
+8,528
| +12% | +$478K | 3.38% | 4 |
|
|
2016
Q2 | $3.95M | Buy |
70,888
+9,970
| +16% | +$555K | 3.26% | 4 |
|
|
2016
Q1 | $3.32M | Buy |
60,918
+18,656
| +44% | +$1.02M | 3.11% | 5 |
|
|
2015
Q4 | $2.23M | Buy |
+42,262
| New | +$2.23M | 2.13% | 9 |
|