Moneywise Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Sell |
8,642
-4,944
| -36% | -$343K | 0.28% | 52 |
|
|
2025
Q1 | $935K | Sell |
13,586
-3,969
| -23% | -$273K | 0.5% | 33 |
|
|
2024
Q4 | $1.2M | Sell |
17,555
-8,325
| -32% | -$568K | 0.6% | 31 |
|
|
2024
Q3 | $1.83M | Sell |
25,880
-28,831
| -53% | -$2.04M | 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% | -$3.41M | 2.88% | 10 |
|
|
2023
Q4 | $8.78M | Sell |
126,864
-5,775
| -4% | -$400K | 5.04% | 8 |
|
|
2023
Q3 | $8.8M | Buy |
132,639
+8,257
| +7% | +$548K | 5.52% | 6 |
|
|
2023
Q2 | $8.51M | Buy |
124,382
+6,740
| +6% | +$461K | 5.28% | 6 |
|
|
2023
Q1 | $8.11M | Buy |
117,642
+15,092
| +15% | +$1.04M | 5.25% | 5 |
|
|
2022
Q4 | $6.88M | Buy |
102,550
+24,224
| +31% | +$1.62M | 5.14% | 5 |
|
|
2022
Q3 | $5.25M | Buy |
78,326
+4,718
| +6% | +$316K | 4.28% | 5 |
|
|
2022
Q2 | $5.16M | Sell |
73,608
-6,351
| -8% | -$446K | 4.02% | 5 |
|
|
2022
Q1 | $5.93M | Buy |
79,959
+26,792
| +50% | +$1.99M | 3.9% | 4 |
|
|
2021
Q4 | $4.17M | Buy |
53,167
+25,176
| +90% | +$1.98M | 2.68% | 10 |
|
|
2021
Q3 | $2.24M | Buy |
27,991
+7,982
| +40% | +$637K | 1.46% | 15 |
|
|
2021
Q2 | $1.61M | Buy |
20,009
+11,016
| +122% | +$884K | 1.1% | 20 |
|
|
2021
Q1 | $716K | Buy |
+8,993
| New | +$716K | 0.48% | 29 |
|