Leicht Financial Planning & Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-12,106
| Closed | -$681K | – | 21 |
|
|
2020
Q1 | $681K | Sell |
12,106
-41,217
| -77% | -$2.32M | 0.66% | 24 |
|
|
2019
Q4 | $3.02M | Sell |
53,323
-46,129
| -46% | -$2.61M | 2.75% | 8 |
|
|
2019
Q3 | $5.85M | Sell |
99,452
-3,393
| -3% | -$200K | 5.59% | 1 |
|
|
2019
Q2 | $5.89M | Buy |
102,845
+10,435
| +11% | +$598K | 5.77% | 2 |
|
|
2019
Q1 | $5.15M | Buy |
92,410
+27,921
| +43% | +$1.56M | 5.31% | 8 |
|
|
2018
Q4 | $3.5M | Buy |
64,489
+32,637
| +102% | +$1.77M | 4.62% | 4 |
|
|
2018
Q3 | $1.74M | Buy |
+31,852
| New | +$1.74M | 2.06% | 15 |
|