SWM
Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,395
| Closed | -$212K | – | 90 |
|
|
2023
Q2 | $212K | Buy |
+4,395
| New | +$212K | 0.11% | 111 |
|
|
2022
Q4 | $357K | Sell |
7,333
-6,754
| -48% | -$329K | 0.19% | 72 |
|
|
2022
Q3 | $672K | Sell |
14,087
-1,992
| -12% | -$95K | 0.29% | 51 |
|
|
2022
Q2 | $797K | Buy |
16,079
+3,109
| +24% | +$154K | 0.28% | 52 |
|
|
2022
Q1 | $680K | Buy |
12,970
+10,323
| +390% | +$541K | 0.25% | 49 |
|
|
2021
Q4 | $146K | Sell |
2,647
-550
| -17% | -$30.3K | 0.06% | 155 |
|
|
2021
Q3 | $182K | Buy |
3,197
+290
| +10% | +$16.5K | 0.1% | 117 |
|
|
2021
Q2 | $166K | Buy |
2,907
+1,069
| +58% | +$61K | 0.13% | 84 |
|
|
2021
Q1 | $105K | Buy |
1,838
+2
| +0.1% | +$114 | 0.1% | 79 |
|
|
2020
Q4 | $108K | Sell |
1,836
-20
| -1% | -$1.18K | 0.07% | 74 |
|
|
2020
Q3 | $108K | Sell |
1,856
-705
| -28% | -$41K | 0.08% | 72 |
|
|
2020
Q2 | $148K | Buy |
2,561
+736
| +40% | +$42.5K | 0.12% | 59 |
|
|
2020
Q1 | $102K | Buy |
1,825
+2
| +0.1% | +$112 | 0.16% | 42 |
|
|
2019
Q4 | $104K | Sell |
1,823
-299
| -14% | -$17.1K | 0.13% | 47 |
|
|
2019
Q3 | $125K | Sell |
2,122
-4,475
| -68% | -$264K | 0.17% | 47 |
|
|
2019
Q2 | $378K | Buy |
+6,597
| New | +$378K | 0.61% | 21 |
|