IWA
IVC Wealth Advisors’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 | $465K | Sell |
9,391
-41
| -0.4% | -$2.03K | 0.23% | 84 |
|
2025
Q1 | $460K | Buy |
9,432
+579
| +7% | +$28.3K | 0.25% | 83 |
|
2024
Q4 | $434K | Buy |
8,853
+249
| +3% | +$12.2K | 0.24% | 83 |
|
2024
Q3 | $433K | Sell |
8,604
-1,170
| -12% | -$58.8K | 0.24% | 90 |
|
2024
Q2 | $476K | Sell |
9,774
-569
| -6% | -$27.7K | 0.27% | 86 |
|
2024
Q1 | $509K | Buy |
10,343
+3,326
| +47% | +$164K | 0.29% | 79 |
|
2023
Q4 | $346K | Sell |
7,017
-388
| -5% | -$19.2K | 0.22% | 101 |
|
2023
Q3 | $354K | Buy |
7,405
+107
| +1% | +$5.12K | 0.24% | 100 |
|
2023
Q2 | $357K | Buy |
7,298
+1,554
| +27% | +$76K | 0.23% | 99 |
|
2023
Q1 | $281K | Sell |
5,744
-1,787
| -24% | -$87.4K | 0.2% | 110 |
|
2022
Q4 | $357K | Sell |
7,531
-777
| -9% | -$36.9K | 0.26% | 92 |
|
2022
Q3 | $397K | Sell |
8,308
-13
| -0.2% | -$621 | 0.32% | 75 |
|
2022
Q2 | $412K | Buy |
8,321
+1,811
| +28% | +$89.7K | 0.32% | 76 |
|
2022
Q1 | $341K | Buy |
+6,510
| New | +$341K | 0.22% | 102 |
|