SFA
Source 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $7.88M | Buy |
156,633
+2,078
| +1% | +$104K | 2.33% | 9 |
|
|
2024
Q2 | $7.52M | Buy |
154,555
+42,699
| +38% | +$2.08M | 2.31% | 10 |
|
|
2024
Q1 | $5.5M | Buy |
111,856
+12,772
| +13% | +$628K | 1.67% | 14 |
|
|
2023
Q4 | $4.89M | Buy |
99,084
+1,862
| +2% | +$91.9K | 1.52% | 13 |
|
|
2023
Q3 | $4.65M | Buy |
97,222
+55,022
| +130% | +$2.63M | 1.57% | 15 |
|
|
2023
Q2 | $2.06M | Buy |
42,200
+2,010
| +5% | +$98.2K | 0.68% | 30 |
|
|
2023
Q1 | $1.97M | Buy |
+40,190
| New | +$1.97M | 0.66% | 30 |
|