Schwarz Dygos Wheeler Investment Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Hold |
4,847
| – | – | 0.05% | 151 |
|
|
2025
Q1 | $237K | Sell |
4,847
-882
| -15% | -$43.1K | 0.06% | 144 |
|
|
2024
Q4 | $281K | Buy |
5,729
+882
| +18% | +$43.3K | 0.07% | 131 |
|
|
2024
Q3 | $244K | Sell |
4,847
-316
| -6% | -$15.9K | 0.06% | 139 |
|
|
2024
Q2 | $251K | Buy |
5,163
+267
| +5% | +$13K | 0.07% | 126 |
|
|
2024
Q1 | $241K | Sell |
4,896
-1,360
| -22% | -$66.9K | 0.07% | 130 |
|
|
2023
Q4 | $309K | Sell |
6,256
-580
| -8% | -$28.6K | 0.1% | 117 |
|
|
2023
Q3 | $327K | Buy |
6,836
+629
| +10% | +$30.1K | 0.11% | 106 |
|
|
2023
Q2 | $303K | Hold |
6,207
| – | – | 0.1% | 109 |
|
|
2023
Q1 | $304K | Hold |
6,207
| – | – | 0.11% | 104 |
|
|
2022
Q4 | $294K | Hold |
6,207
| – | – | 0.12% | 100 |
|
|
2022
Q3 | $296K | Hold |
6,207
| – | – | 0.13% | 89 |
|
|
2022
Q2 | $307K | Hold |
6,207
| – | – | 0.12% | 97 |
|
|
2022
Q1 | $325K | Hold |
6,207
| – | – | 0.11% | 104 |
|
|
2021
Q4 | $342K | Hold |
6,207
| – | – | 0.12% | 98 |
|
|
2021
Q3 | $354K | Buy |
6,207
+1,383
| +29% | +$78.9K | 0.13% | 94 |
|
|
2021
Q2 | $275K | Hold |
4,824
| – | – | 0.1% | 109 |
|
|
2021
Q1 | $276K | Hold |
4,824
| – | – | 0.11% | 100 |
|
|
2020
Q4 | $282K | Buy |
+4,824
| New | +$282K | 0.14% | 87 |
|