Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.59K | Buy |
53
+1
| +2% | +$68 | ﹤0.01% | 595 |
|
|
2024
Q3 | $3.64K | Buy |
52
+1
| +2% | +$70 | ﹤0.01% | 592 |
|
|
2024
Q2 | $3.48K | Hold |
51
| – | – | ﹤0.01% | 557 |
|
|
2024
Q1 | $3.49K | Hold |
51
| – | – | ﹤0.01% | 560 |
|
|
2023
Q4 | $3.5K | Buy |
51
+1
| +2% | +$69 | ﹤0.01% | 569 |
|
|
2023
Q3 | $3.29K | Buy |
50
+1
| +2% | +$66 | ﹤0.01% | 566 |
|
|
2023
Q2 | $3.37K | Buy |
49
+1
| +2% | +$69 | ﹤0.01% | 579 |
|
|
2023
Q1 | $3.37K | Sell |
48
-1
| -2% | -$70 | ﹤0.01% | 581 |
|
|
2022
Q4 | $3.27K | Hold |
49
| – | – | ﹤0.01% | 627 |
|
|
2022
Q3 | $4K | Hold |
49
| – | – | ﹤0.01% | 634 |
|
|
2022
Q2 | $3K | Buy |
49
+1
| +2% | +$61 | ﹤0.01% | 641 |
|
|
2022
Q1 | $4K | Sell |
48
-20
| -29% | -$1.67K | ﹤0.01% | 575 |
|
|
2021
Q4 | $5K | Sell |
68
-79
| -54% | -$5.81K | ﹤0.01% | 581 |
|
|
2021
Q3 | $12K | Buy |
147
+1
| +0.7% | +$82 | ﹤0.01% | 491 |
|
|
2021
Q2 | $12K | Sell |
146
-411
| -74% | -$33.8K | ﹤0.01% | 467 |
|
|
2021
Q1 | $44 | Sell |
557
-405
| -42% | -$32 | 0.01% | 286 |
|
|
2020
Q4 | $79K | Sell |
962
-327
| -25% | -$26.9K | 0.03% | 200 |
|
|
2020
Q3 | $105K | Sell |
1,289
-222
| -15% | -$18.1K | 0.04% | 156 |
|
|
2020
Q2 | $123K | Sell |
1,511
-415
| -22% | -$33.8K | 0.05% | 144 |
|
|
2020
Q1 | $153K | Buy |
+1,926
| New | +$153K | 0.07% | 120 |
|