HWM
Howard Wealth Management’s Vanguard Total International Bond ETF BNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,560
| Closed | -$360K | – | 112 |
|
|
2022
Q3 | $360K | Buy |
+7,560
| New | +$360K | 0.25% | 75 |
|
|
2022
Q2 | – | Sell |
-15,860
| Closed | -$831K | – | 67 |
|
|
2022
Q1 | $831K | Sell |
15,860
-1,365
| -8% | -$71.5K | 0.45% | 55 |
|
|
2021
Q4 | $950K | Sell |
17,225
-1,360
| -7% | -$75K | 0.5% | 53 |
|
|
2021
Q3 | $1.06M | Buy |
18,585
+1,450
| +8% | +$82.5K | 0.59% | 47 |
|
|
2021
Q2 | $978K | Buy |
17,135
+860
| +5% | +$49.1K | 0.54% | 52 |
|
|
2021
Q1 | $929K | Buy |
16,275
+2,050
| +14% | +$117K | 0.54% | 53 |
|
|
2020
Q4 | $832K | Buy |
14,225
+8,525
| +150% | +$499K | 0.52% | 51 |
|
|
2020
Q3 | $331K | Buy |
+5,700
| New | +$331K | 0.24% | 90 |
|
|
2020
Q1 | – | Sell |
-700
| Closed | -$39K | – | 144 |
|
|
2019
Q4 | $39K | Buy |
+700
| New | +$39K | 0.03% | 218 |
|