UWM
USAdvisors Wealth Management’s Vanguard Total World Bond ETF BNDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,646
| Closed | -$419K | – | 112 |
|
|
2022
Q1 | $419K | Sell |
5,646
-1,522
| -21% | -$113K | 0.18% | 90 |
|
|
2021
Q4 | $562K | Sell |
7,168
-62,338
| -90% | -$4.89M | 0.23% | 80 |
|
|
2021
Q3 | $5.55M | Buy |
69,506
+6,848
| +11% | +$547K | 2.4% | 17 |
|
|
2021
Q2 | $5.02M | Sell |
62,658
-7,472
| -11% | -$599K | 2.73% | 15 |
|
|
2021
Q1 | $5.59M | Buy |
70,130
+53,700
| +327% | +$4.28M | 2.7% | 13 |
|
|
2020
Q4 | $1.34M | Buy |
16,430
+967
| +6% | +$78.9K | 0.64% | 35 |
|
|
2020
Q3 | $1.27K | Buy |
15,463
+1,262
| +9% | +$103 | 0.2% | 34 |
|
|
2020
Q2 | $1.16M | Buy |
14,201
+1,759
| +14% | +$143K | 0.62% | 36 |
|
|
2020
Q1 | $988K | Buy |
+12,442
| New | +$988K | 0.61% | 38 |
|