IFWM
Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Sell |
8,491
-241
| -3% | -$11.9K | 0.05% | 348 |
|
|
2025
Q1 | $426K | Sell |
8,732
-422
| -5% | -$20.6K | 0.05% | 325 |
|
|
2024
Q4 | $449K | Sell |
9,154
-600
| -6% | -$29.4K | 0.06% | 308 |
|
|
2024
Q3 | $490K | Buy |
9,754
+200
| +2% | +$10.1K | 0.06% | 303 |
|
|
2024
Q2 | $465K | Sell |
9,554
-1,032
| -10% | -$50.2K | 0.06% | 296 |
|
|
2024
Q1 | $521K | Sell |
10,586
-1,622
| -13% | -$79.8K | 0.07% | 277 |
|
|
2023
Q4 | $603K | Sell |
12,208
-206
| -2% | -$10.2K | 0.1% | 230 |
|
|
2023
Q3 | $594K | Sell |
12,414
-553
| -4% | -$26.5K | 0.11% | 222 |
|
|
2023
Q2 | $634K | Sell |
12,967
-1,019
| -7% | -$49.8K | 0.11% | 210 |
|
|
2023
Q1 | $684K | Sell |
13,986
-2,547
| -15% | -$125K | 0.13% | 195 |
|
|
2022
Q4 | $784K | Sell |
16,533
-1,107
| -6% | -$52.5K | 0.16% | 165 |
|
|
2022
Q3 | $842K | Sell |
17,640
-781
| -4% | -$37.3K | 0.19% | 147 |
|
|
2022
Q2 | $913K | Sell |
18,421
-1,087
| -6% | -$53.9K | 0.18% | 147 |
|
|
2022
Q1 | $1.02M | Sell |
19,508
-234
| -1% | -$12.3K | 0.17% | 152 |
|
|
2021
Q4 | $1.09M | Sell |
19,742
-2,683
| -12% | -$148K | 0.18% | 144 |
|
|
2021
Q3 | $1.28M | Sell |
22,425
-194
| -0.9% | -$11K | 0.22% | 115 |
|
|
2021
Q2 | $1.29M | Sell |
22,619
-640
| -3% | -$36.6K | 0.23% | 108 |
|
|
2021
Q1 | $1.33M | Sell |
23,259
-2,084
| -8% | -$119K | 0.25% | 101 |
|
|
2020
Q4 | $1.48M | Sell |
25,343
-254
| -1% | -$14.9K | 0.3% | 87 |
|
|
2020
Q3 | $1.49M | Sell |
25,597
-346
| -1% | -$20.1K | 0.34% | 74 |
|
|
2020
Q2 | $1.5M | Sell |
25,943
-10,493
| -29% | -$606K | 0.37% | 64 |
|
|
2020
Q1 | $2.05M | Sell |
36,436
-2,777
| -7% | -$156K | 0.63% | 30 |
|
|
2019
Q4 | $2.22M | Sell |
39,213
-803
| -2% | -$45.4K | 0.5% | 39 |
|
|
2019
Q3 | $2.35M | Sell |
40,016
-4,812
| -11% | -$283K | 0.59% | 32 |
|
|
2019
Q2 | $2.57M | Sell |
44,828
-7,893
| -15% | -$452K | 0.57% | 36 |
|
|
2019
Q1 | $2.94M | Sell |
52,721
-1,162
| -2% | -$64.8K | 0.64% | 30 |
|
|
2018
Q4 | $2.92M | Buy |
53,883
+34,714
| +181% | +$1.88M | 1.2% | 16 |
|
|
2018
Q3 | $1.05M | Sell |
19,169
-8,307
| -30% | -$453K | 0.35% | 98 |
|
|
2018
Q2 | $1.51M | Sell |
27,476
-2,255
| -8% | -$124K | 0.48% | 67 |
|
|
2018
Q1 | $1.63M | Sell |
29,731
-752
| -2% | -$41.2K | 0.48% | 62 |
|
|
2017
Q4 | $1.65M | Buy |
30,483
+10,999
| +56% | +$596K | 0.38% | 76 |
|
|
2017
Q3 | $1.06M | Sell |
19,484
-8,768
| -31% | -$479K | 0.35% | 95 |
|
|
2017
Q2 | $1.54M | Buy |
+28,252
| New | +$1.54M | 0.42% | 56 |
|
|
2015
Q4 | $1.27M | Sell |
24,087
-13,312
| -36% | -$704K | 1.9% | 17 |
|
|
2015
Q3 | $1.98M | Buy |
37,399
+9,475
| +34% | +$502K | 3.76% | 10 |
|
|
2015
Q2 | $1.46M | Buy |
+27,924
| New | +$1.46M | 1.89% | 20 |
|