PFA
Professional Financial Advisors’s Vanguard Total World Bond ETF BNDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.89M | Buy |
70,528
+2,884
| +4% | +$200K | 1.13% | 17 |
|
|
2025
Q1 | $4.65M | Buy |
67,644
+6,023
| +10% | +$414K | 1.18% | 12 |
|
|
2024
Q4 | $4.2M | Buy |
61,621
+885
| +1% | +$60.3K | 1.08% | 17 |
|
|
2024
Q3 | $4.29M | Buy |
60,736
+4,393
| +8% | +$310K | 1.11% | 17 |
|
|
2024
Q2 | $3.83M | Buy |
56,343
+95
| +0.2% | +$6.46K | 1.06% | 18 |
|
|
2024
Q1 | $3.86M | Buy |
56,248
+20,108
| +56% | +$1.38M | 1.1% | 16 |
|
|
2023
Q4 | $2.5M | Buy |
36,140
+1,167
| +3% | +$80.8K | 0.83% | 23 |
|
|
2023
Q3 | $2.32M | Buy |
+34,973
| New | +$2.32M | 1.05% | 20 |
|
|
2022
Q4 | – | Sell |
-50,753
| Closed | -$3.4M | – | 121 |
|
|
2022
Q3 | $3.4M | Sell |
50,753
-237
| -0.5% | -$15.9K | 2.1% | 9 |
|
|
2022
Q2 | $3.58M | Sell |
50,990
-52,794
| -51% | -$3.7M | 2% | 9 |
|
|
2022
Q1 | $7.69M | Buy |
103,784
+2,456
| +2% | +$182K | 3.32% | 6 |
|
|
2021
Q4 | $7.95M | Buy |
+101,328
| New | +$7.95M | 3.44% | 6 |
|
|
2020
Q1 | – | Sell |
-44,885
| Closed | -$3.53M | – | 53 |
|
|
2019
Q4 | $3.53M | Buy |
+44,885
| New | +$3.53M | 3.35% | 10 |
|