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Vanguard Charlotte Fds intl bd idx etf shares owned by Burt Wealth Advisors

Quarter-by-quarter ownership of Vanguard Charlotte Fds intl bd idx etf (BNDX) shares owned by Burt Wealth Advisors from 13F filings

Historical chart of Burt Wealth Advisors investment in Vanguard Charlotte Fds intl bd idx etf

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All positions including Vanguard Charlotte Fds intl bd idx etf held by Burt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Charlotte Fds intl bd idx etf by Burt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $435k 8.8k 49.19
2023-12-31 $434k 8.8k 49.37
2023-09-30 $404k 8.4k 47.83
2023-06-30 $397k 8.1k 48.88
2023-03-31 $397k 8.1k 48.92
2022-12-31 $440k 9.3k 47.43
2022-09-30 $419k 8.8k 47.78
2022-06-30 $461k 9.3k 49.57
2022-03-31 $498k 9.5k 52.48
2021-12-31 $856k 16k 55.17
2021-09-30 $884k 16k 56.97
2021-06-30 $3.0M 53k 57.10
2021-03-31 $3.0M 53k 57.12
2020-12-31 $3.1M 52k 58.56
2020-09-30 $3.0M 52k 58.19
2020-06-30 $3.0M 52k 57.72
2020-03-31 $2.9M 52k 56.26
2019-12-31 $3.0M 52k 56.59
2019-09-30 $3.1M 52k 58.82
2019-06-30 $3.0M 53k 57.30
2019-03-31 $2.9M 53k 55.76
2018-12-31 $3.8M 70k 54.25
2018-09-30 $3.6M 66k 54.53
2018-06-30 $3.3M 60k 54.72
2018-03-31 $3.8M 70k 54.73
2017-12-31 $3.8M 69k 54.37
2017-09-30 $3.7M 68k 54.59
2017-06-30 $3.7M 68k 54.35
2017-03-31 $3.5M 64k 54.12
2016-12-31 $320k 57k 5.60
2016-09-30 $320k 57k 5.60
2016-06-30 $3.2M 57k 55.69
2016-03-31 $152k 57k 2.66
2015-12-31 $7.2M 137k 52.38
2015-09-30 $2.9M 56k 52.38
2015-06-30 $2.9M 56k 52.38
2015-03-31 $188k 3.5k 54.09
2014-12-31 $185k 3.5k 53.16

More positions owned by Burt Wealth Advisors

Caci Intl Cl A (CACI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Msci Eafe Min Vl (EFAV)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Ishares Tr 0-5 Yr Tips Etf (STIP)
UnitedHealth (UNH)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr National Mun Etf (MUB)

View all positions for Burt Wealth Advisors

Top funds holding Vanguard Charlotte Fds intl bd idx etf

Jpmorgan Chase & Co
Bank of America Corporation
Betterment
Vanguard Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Royal Bank of Canada
Empower Advisory Group
Advisor Group Holdings
Assetmark
Goldman Sachs Group
Bank of New York Mellon
Lincoln National
Savant Capital Management
Cambridge Investment Research Advisors

View all funds holding Vanguard Charlotte Fds intl bd idx etf