LPWM
Lake Point Wealth Management’s Vanguard Total World Bond ETF BNDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $688K | Buy |
9,812
+408
| +4% | +$28.6K | 0.39% | 16 |
|
|
2022
Q1 | $697K | Buy |
9,404
+3,156
| +51% | +$234K | 0.32% | 11 |
|
|
2021
Q4 | $490K | Buy |
6,248
+446
| +8% | +$35K | 0.21% | 19 |
|
|
2021
Q3 | $463K | Buy |
5,802
+123
| +2% | +$9.82K | 0.21% | 16 |
|
|
2021
Q2 | $455K | Buy |
+5,679
| New | +$455K | 0.21% | 17 |
|