Topel & Distasi Wealth Management’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 | $8.51M | Sell |
171,915
-22,320
| -11% | -$1.11M | 4.46% | 7 |
|
2025
Q1 | $9.48M | Sell |
194,235
-6,751
| -3% | -$330K | 4.43% | 6 |
|
2024
Q4 | $9.86M | Buy |
200,986
+4,499
| +2% | +$221K | 4.22% | 7 |
|
2024
Q3 | $9.88M | Buy |
196,487
+2,246
| +1% | +$113K | 4.1% | 8 |
|
2024
Q2 | $9.45M | Buy |
194,241
+1,511
| +0.8% | +$73.5K | 4.15% | 7 |
|
2024
Q1 | $9.48M | Buy |
192,730
+22,216
| +13% | +$1.09M | 4.19% | 8 |
|
2023
Q4 | $8.42M | Buy |
170,514
+10,951
| +7% | +$541K | 4% | 8 |
|
2023
Q3 | $7.63M | Buy |
159,563
+253
| +0.2% | +$12.1K | 4% | 6 |
|
2023
Q2 | $7.79M | Buy |
159,310
+1,530
| +1% | +$74.8K | 3.92% | 5 |
|
2023
Q1 | $7.72M | Buy |
157,780
+4,322
| +3% | +$211K | 4.03% | 5 |
|
2022
Q4 | $7.28M | Buy |
153,458
+3,567
| +2% | +$169K | 4.08% | 6 |
|
2022
Q3 | $7.22M | Buy |
149,891
+10,871
| +8% | +$524K | 3.99% | 7 |
|
2022
Q2 | $6.89M | Sell |
139,020
-25,170
| -15% | -$1.25M | 3.99% | 8 |
|
2022
Q1 | $8.61M | Sell |
164,190
-14,211
| -8% | -$745K | 3.61% | 7 |
|
2021
Q4 | $9.84M | Buy |
+178,401
| New | +$9.84M | 4.01% | 5 |
|