SWM
SilverOak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Sell |
10,629
-1,600
| -13% | -$79.2K | 0.1% | 66 |
|
|
2025
Q1 | $597K | Sell |
12,229
-584
| -5% | -$28.5K | 0.13% | 52 |
|
|
2024
Q4 | $628K | Buy |
12,813
+519
| +4% | +$25.5K | 0.14% | 51 |
|
|
2024
Q3 | $618K | Buy |
12,294
+603
| +5% | +$30.3K | 0.14% | 55 |
|
|
2024
Q2 | $569K | Buy |
11,691
+1,181
| +11% | +$57.5K | 0.14% | 54 |
|
|
2024
Q1 | $517K | Buy |
10,510
+1,051
| +11% | +$51.7K | 0.13% | 56 |
|
|
2023
Q4 | $467K | Buy |
+9,459
| New | +$467K | 0.13% | 55 |
|