Vanguard Charlotte Fds intl bd idx etf shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Vanguard Charlotte Fds intl bd idx etf (BNDX) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Vanguard Charlotte Fds intl bd idx etf
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Quarterly reported holdings in Vanguard Charlotte Fds intl bd idx etf by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $503k | 10k | 48.32 |
| 2025-09-30 | $524k | 11k | 49.46 |
| 2025-06-30 | $420k | 8.5k | 49.51 |
| 2025-03-31 | $426k | 8.7k | 48.82 |
| 2024-12-31 | $449k | 9.2k | 49.05 |
| 2024-09-30 | $490k | 9.8k | 50.28 |
| 2024-06-30 | $465k | 9.6k | 48.67 |
| 2024-03-31 | $521k | 11k | 49.19 |
| 2023-12-31 | $603k | 12k | 49.37 |
| 2023-09-30 | $594k | 12k | 47.83 |
| 2023-06-30 | $634k | 13k | 48.88 |
| 2023-03-31 | $684k | 14k | 48.92 |
| 2022-12-31 | $784k | 17k | 47.43 |
| 2022-09-30 | $842k | 18k | 47.73 |
| 2022-06-30 | $913k | 18k | 49.56 |
| 2022-03-31 | $1.0M | 20k | 52.44 |
| 2021-12-31 | $1.1M | 20k | 55.16 |
| 2021-09-30 | $1.3M | 22k | 56.95 |
| 2021-06-30 | $1.3M | 23k | 57.12 |
| 2021-03-31 | $1.3M | 23k | 57.14 |
| 2020-12-31 | $1.5M | 25k | 58.56 |
| 2020-09-30 | $1.5M | 26k | 58.17 |
| 2020-06-30 | $1.5M | 26k | 57.74 |
| 2020-03-31 | $2.0M | 36k | 56.26 |
| 2019-12-31 | $2.2M | 2.2k | 1000.00 |
| 2019-09-30 | $2.4M | 40k | 58.83 |
| 2019-06-30 | $2.6M | 45k | 57.31 |
| 2019-03-31 | $2.9M | 53k | 55.80 |
| 2018-12-31 | $2.9M | 54k | 54.25 |
| 2018-09-30 | $1.0M | 19k | 54.52 |
| 2018-06-30 | $1.5M | 28k | 54.92 |
| 2018-03-31 | $1.6M | 30k | 54.79 |
| 2017-12-31 | $1.7M | 31k | 54.23 |
| 2017-09-30 | $1.1M | 20k | 54.61 |
| 2017-06-30 | $1.5M | 28k | 54.40 |
| 2015-12-31 | $1.3M | 24k | 52.89 |
| 2015-09-30 | $2.0M | 37k | 52.94 |
| 2015-06-30 | $1.5M | 28k | 52.36 |
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