Transform Wealth’s Vanguard Total International Bond ETF BNDX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-4,655	Closed	-$273K	–	197
2020 Q4	$273K	Sell	4,655 -1,032	-18%	-$60.3K	0.06%	186
2020 Q3	$331K	Sell	5,687 -250	-4%	-$14.5K	0.05%	169
2020 Q2	$343K	Sell	5,937 -358	-6%	-$20.5K	0.06%	173
2020 Q1	$354K	Buy	6,295 +1,610	+34%	+$92K	0.08%	162
2019 Q4	$265K	Sell	4,685 -300	-6%	-$17.4K	0.04%	199
2019 Q3	$293K	Sell	4,985 -6,439	-56%	-$376K	0.05%	181
2019 Q2	$654K	Buy	+11,424	New	+$642K	0.1%	160
2018 Q2	–	Sell	-5,110	Closed	-$280K	–	218
2018 Q1	$280K	Sell	5,110 -5,800	-53%	-$314K	0.05%	206
2017 Q4	$593K	Hold	10,910	–	–	0.11%	177
2017 Q3	$596K	Buy	+10,910	New	+$595K	0.21%	137
2017 Q2	–	Sell	-24,900	Closed	-$1.35M	–	66
2017 Q1	$1.35M	Hold	24,900	–	–	0.5%	58
2016 Q4	$1.35M	Hold	24,900	–	–	0.54%	55
2016 Q3	$1.4M	Hold	24,900	–	–	0.6%	51
2016 Q2	$1.39M	Buy	+24,900	New	+$1.36M	0.58%	58