ShankerValleau Wealth 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 | $14.3M | Buy |
289,365
+4,580
| +2% | +$227K | 4.09% | 8 |
|
2025
Q1 | $13.9M | Buy |
284,785
+11,024
| +4% | +$538K | 4.52% | 8 |
|
2024
Q4 | $13.4M | Buy |
273,761
+4,933
| +2% | +$242K | 4.31% | 8 |
|
2024
Q3 | $13.5M | Sell |
268,828
-11,908
| -4% | -$599K | 4.6% | 6 |
|
2024
Q2 | $13.7M | Buy |
280,736
+7,966
| +3% | +$388K | 5.85% | 5 |
|
2024
Q1 | $13.4M | Buy |
272,770
+21,514
| +9% | +$1.06M | 6.17% | 5 |
|
2023
Q4 | $12.4M | Buy |
251,256
+1,615
| +0.6% | +$79.7K | 6.32% | 5 |
|
2023
Q3 | $11.9M | Buy |
249,641
+4,857
| +2% | +$232K | 6.71% | 5 |
|
2023
Q2 | $12M | Buy |
244,784
+11,893
| +5% | +$581K | 6.58% | 5 |
|
2023
Q1 | $11.4M | Buy |
232,891
+32,502
| +16% | +$1.59M | 6.62% | 5 |
|
2022
Q4 | $9.5M | Sell |
200,389
-34,897
| -15% | -$1.66M | 5.89% | 5 |
|
2022
Q3 | $11.2M | Buy |
235,286
+14,391
| +7% | +$687K | 7.6% | 4 |
|
2022
Q2 | $10.9M | Buy |
220,895
+6,539
| +3% | +$324K | 7.12% | 4 |
|
2022
Q1 | $11.2M | Buy |
214,356
+4,809
| +2% | +$252K | 6.74% | 5 |
|
2021
Q4 | $11.6M | Buy |
+209,547
| New | +$11.6M | 6.64% | 5 |
|