Mills Wealth Advisors’s Vanguard Total World Bond ETF BNDW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,238
Closed -$281K 52
2023
Q3
$281K Sell
4,238
-239
-5% -$15.9K 0.23% 38
2023
Q2
$306K Sell
4,477
-115
-3% -$7.87K 0.23% 36
2023
Q1
$317K Buy
4,592
+9
+0.2% +$621 0.26% 37
2022
Q4
$307K Buy
+4,583
New +$307K 0.28% 45