SFA
Sequoia Financial Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Sell |
230,047
-357,184
| -61% | -$17.7M | 0.08% | 176 |
|
|
2025
Q1 | $28.7M | Sell |
587,231
-347,813
| -37% | -$17M | 0.22% | 94 |
|
|
2024
Q4 | $45.9M | Buy |
+935,044
| New | +$45.9M | 0.44% | 51 |
|
|
2023
Q3 | – | Sell |
-6,580
| Closed | -$322K | – | 964 |
|
|
2023
Q2 | $322K | Buy |
+6,580
| New | +$322K | 0.01% | 666 |
|
|
2023
Q1 | – | Sell |
-4,687
| Closed | -$222K | – | 840 |
|
|
2022
Q4 | $222K | Buy |
4,687
+279
| +6% | +$13.2K | 0.01% | 698 |
|
|
2022
Q3 | $210K | Sell |
4,408
-3,648
| -45% | -$174K | 0.01% | 482 |
|
|
2022
Q2 | $400K | Sell |
8,056
-452
| -5% | -$22.4K | 0.01% | 375 |
|
|
2022
Q1 | $446K | Buy |
+8,508
| New | +$446K | 0.01% | 381 |
|