PWM
Paulson Wealth Management’s Vanguard Total International Bond ETF BNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-93,136
| Closed | -$5.31M | – | 93 |
|
|
2021
Q3 | $5.31M | Buy |
93,136
+16,348
| +21% | +$931K | 2.52% | 11 |
|
|
2021
Q2 | $4.39M | Buy |
76,788
+492
| +0.6% | +$28.1K | 2.12% | 11 |
|
|
2021
Q1 | $4.37M | Buy |
76,296
+1,442
| +2% | +$82.5K | 2.17% | 11 |
|
|
2020
Q4 | $4.38M | Buy |
74,854
+11,468
| +18% | +$671K | 2.55% | 10 |
|
|
2020
Q3 | $3.69M | Buy |
63,386
+1,337
| +2% | +$77.8K | 2.38% | 11 |
|
|
2020
Q2 | $3.58M | Buy |
62,049
+3,897
| +7% | +$225K | 2.51% | 10 |
|
|
2020
Q1 | $3.3M | Buy |
58,152
+376
| +0.7% | +$21.3K | 2.53% | 12 |
|
|
2019
Q4 | $3.28M | Buy |
57,776
+3,220
| +6% | +$183K | 2.32% | 8 |
|
|
2019
Q3 | $3.21M | Sell |
54,556
-457
| -0.8% | -$26.9K | 2.42% | 11 |
|
|
2019
Q2 | $3.18M | Buy |
55,013
+9,505
| +21% | +$549K | 2.37% | 9 |
|
|
2019
Q1 | $2.54M | Buy |
45,508
+4,213
| +10% | +$235K | 1.92% | 11 |
|
|
2018
Q4 | $2.25M | Sell |
41,295
-1,497
| -3% | -$81.5K | 1.86% | 11 |
|
|
2018
Q3 | $2.33M | Buy |
42,792
+415
| +1% | +$22.6K | 2.09% | 8 |
|
|
2018
Q2 | $2.32M | Sell |
42,377
-32
| -0.1% | -$1.75K | 2.29% | 9 |
|
|
2018
Q1 | $2.32M | Buy |
42,409
+7,241
| +21% | +$396K | 2.31% | 8 |
|
|
2017
Q4 | $1.91M | Buy |
+35,168
| New | +$1.91M | 1.68% | 10 |
|