JWA
JFS 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 | $737K | Buy |
14,882
+3,783
| +34% | +$187K | 0.05% | 177 |
|
|
2025
Q1 | $542K | Sell |
11,099
-522
| -4% | -$25.5K | 0.04% | 190 |
|
|
2024
Q4 | $570K | Sell |
11,621
-781
| -6% | -$38.3K | 0.04% | 180 |
|
|
2024
Q3 | $624K | Sell |
12,402
-2,927
| -19% | -$147K | 0.04% | 180 |
|
|
2024
Q2 | $746K | Buy |
15,329
+3,914
| +34% | +$191K | 0.06% | 136 |
|
|
2024
Q1 | $561K | Sell |
11,415
-221
| -2% | -$10.9K | 0.04% | 150 |
|
|
2023
Q4 | $574K | Buy |
11,636
+675
| +6% | +$33.3K | 0.05% | 141 |
|
|
2023
Q3 | $524K | Buy |
10,961
+8
| +0.1% | +$383 | 0.05% | 147 |
|
|
2023
Q2 | $535K | Buy |
10,953
+9,113
| +495% | +$445K | 0.05% | 150 |
|
|
2023
Q1 | $90K | Hold |
1,840
| – | – | 0.01% | 289 |
|
|
2022
Q4 | $87.3K | Sell |
1,840
-750
| -29% | -$35.6K | 0.01% | 293 |
|
|
2022
Q3 | $124K | Hold |
2,590
| – | – | 0.01% | 261 |
|
|
2022
Q2 | $128K | Sell |
2,590
-2,024
| -44% | -$100K | 0.01% | 260 |
|
|
2022
Q1 | $242K | Sell |
4,614
-770
| -14% | -$40.4K | 0.02% | 212 |
|
|
2021
Q4 | $297K | Buy |
5,384
+97
| +2% | +$5.35K | 0.03% | 194 |
|
|
2021
Q3 | $301K | Buy |
5,287
+1,520
| +40% | +$86.5K | 0.03% | 186 |
|
|
2021
Q2 | $215K | Hold |
3,767
| – | – | 0.03% | 163 |
|
|
2021
Q1 | $215K | Hold |
3,767
| – | – | 0.04% | 143 |
|
|
2020
Q4 | $221K | Buy |
3,767
+78
| +2% | +$4.58K | 0.05% | 138 |
|
|
2020
Q3 | $215K | Sell |
3,689
-6
| -0.2% | -$350 | 0.05% | 129 |
|
|
2020
Q2 | $213K | Sell |
3,695
-1,394
| -27% | -$80.4K | 0.06% | 132 |
|
|
2020
Q1 | $286K | Hold |
5,089
| – | – | 0.09% | 102 |
|
|
2019
Q4 | $288K | Hold |
5,089
| – | – | 0.07% | 118 |
|
|
2019
Q3 | $299K | Sell |
5,089
-11,200
| -69% | -$658K | 0.08% | 117 |
|
|
2019
Q2 | $933K | Hold |
16,289
| – | – | 0.24% | 75 |
|
|
2019
Q1 | $908K | Hold |
16,289
| – | – | 0.24% | 75 |
|
|
2018
Q4 | $884K | Buy |
16,289
+1,400
| +9% | +$76K | 0.24% | 72 |
|
|
2018
Q3 | $812K | Hold |
14,889
| – | – | 0.21% | 70 |
|
|
2018
Q2 | $815K | Hold |
14,889
| – | – | 0.21% | 68 |
|
|
2018
Q1 | $815K | Hold |
14,889
| – | – | 0.22% | 68 |
|
|
2017
Q4 | $810K | Buy |
14,889
+5,000
| +51% | +$272K | 0.2% | 73 |
|
|
2017
Q3 | $540K | Hold |
9,889
| – | – | 0.14% | 79 |
|
|
2017
Q2 | $538K | Sell |
9,889
-7,670
| -44% | -$417K | 0.15% | 74 |
|
|
2017
Q1 | $953K | Hold |
17,559
| – | – | 0.26% | 69 |
|
|
2016
Q4 | $953K | Buy |
17,559
+13,120
| +296% | +$712K | 0.26% | 69 |
|
|
2016
Q3 | $249K | Sell |
4,439
-750
| -14% | -$42.1K | 0.07% | 111 |
|
|
2016
Q2 | $289K | Hold |
5,189
| – | – | 0.08% | 128 |
|
|
2016
Q1 | $283K | Hold |
5,189
| – | – | 0.08% | 109 |
|
|
2015
Q4 | $274K | Buy |
+5,189
| New | +$274K | 0.08% | 114 |
|