Investments & Financial Planning LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
29,207
-2,431
| -8% | -$120K | 0.83% | 14 |
|
|
2025
Q1 | $1.54M | Sell |
31,638
-3,728
| -11% | -$182K | 1% | 12 |
|
|
2024
Q4 | $1.73M | Sell |
35,366
-3,894
| -10% | -$191K | 1.07% | 12 |
|
|
2024
Q3 | $1.97M | Sell |
39,260
-404
| -1% | -$20.3K | 1.25% | 11 |
|
|
2024
Q2 | $1.93M | Buy |
39,664
+521
| +1% | +$25.4K | 1.3% | 11 |
|
|
2024
Q1 | $1.93M | Buy |
39,143
+1,691
| +5% | +$83.2K | 1.32% | 11 |
|
|
2023
Q4 | $1.85M | Sell |
37,452
-38,380
| -51% | -$1.89M | 1.38% | 10 |
|
|
2023
Q3 | $3.63M | Sell |
75,832
-5,692
| -7% | -$272K | 3.23% | 9 |
|
|
2023
Q2 | $3.98M | Sell |
81,524
-9,133
| -10% | -$446K | 3.45% | 7 |
|
|
2023
Q1 | $4.43M | Sell |
90,657
-8,950
| -9% | -$438K | 4.07% | 6 |
|
|
2022
Q4 | $4.72M | Buy |
+99,607
| New | +$4.72M | 4.63% | 7 |
|
|
2022
Q2 | $5.37M | Buy |
108,355
+311
| +0.3% | +$15.4K | 5.53% | 5 |
|
|
2022
Q1 | $5.67M | Buy |
108,044
+895
| +0.8% | +$46.9K | 4.95% | 6 |
|
|
2021
Q4 | $5.71M | Buy |
+107,149
| New | +$5.71M | 5.12% | 6 |
|