Moneywise Inc’s Vanguard Total World Bond ETF BNDW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$249K	Sell	3,645 -193	-5%	-$13.3K	0.11%	77
2025 Q4	$264K	Buy	3,838 +34	+0.9%	+$2.37K	0.11%	70
2025 Q3	$265K	Sell	3,804 -4,838	-56%	-$335K	0.12%	60
2025 Q2	$599K	Sell	8,642 -4,944	-36%	-$340K	0.28%	52
2025 Q1	$935K	Sell	13,586 -3,969	-23%	-$272K	0.5%	33
2024 Q4	$1.2M	Sell	17,555 -8,325	-32%	-$578K	0.6%	31
2024 Q3	$1.83M	Sell	25,880 -28,831	-53%	-$2.01M	0.9%	23
2024 Q2	$3.72M	Sell	54,711 -22,521	-29%	-$1.53M	1.97%	16
2024 Q1	$5.3M	Sell	77,232 -49,632	-39%	-$3.39M	2.88%	10
2023 Q4	$8.78M	Sell	126,864 -5,775	-4%	-$389K	5.04%	8
2023 Q3	$8.8M	Buy	132,639 +8,257	+7%	+$557K	5.52%	6
2023 Q2	$8.51M	Buy	124,382 +6,740	+6%	+$462K	5.28%	6
2023 Q1	$8.11M	Buy	117,642 +15,092	+15%	+$1.03M	5.25%	5
2022 Q4	$6.88M	Buy	102,550 +24,224	+31%	+$1.63M	5.14%	5
2022 Q3	$5.25M	Buy	78,326 +4,718	+6%	+$330K	4.28%	5
2022 Q2	$5.16M	Sell	73,608 -6,351	-8%	-$452K	4.02%	5
2022 Q1	$5.93M	Buy	79,959 +26,792	+50%	+$2.04M	3.9%	4
2021 Q4	$4.17M	Buy	53,167 +25,176	+90%	+$2M	2.68%	10
2021 Q3	$2.23M	Buy	27,991 +7,982	+40%	+$644K	1.46%	15
2021 Q2	$1.6M	Buy	20,009 +11,016	+122%	+$879K	1.1%	20
2021 Q1	$716K	Buy	+8,993	New	+$726K	0.48%	29