Soundmark Wealth Management’s Vanguard Total World Bond ETF BNDW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-3,824
Closed -$305K 61
2021
Q3
$305K Buy
+3,824
New +$305K 0.11% 56
2021
Q2
Sell
-3,799
Closed -$303K 66
2021
Q1
$303K Buy
3,799
+9
+0.2% +$718 0.17% 52
2020
Q4
$312K Buy
+3,790
New +$312K 0.2% 51