PWM
PBMares 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,805
| Closed | -$632K | – | 180 |
|
|
2023
Q4 | $632K | Buy |
+12,805
| New | +$632K | 0.19% | 84 |
|
|
2020
Q3 | – | Sell |
-4,137
| Closed | -$239K | – | 108 |
|
|
2020
Q2 | $239K | Hold |
4,137
| – | – | 0.36% | 90 |
|
|
2020
Q1 | $233K | Buy |
+4,137
| New | +$233K | 0.37% | 87 |
|