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Vanguard Charlotte Fds intl bd idx etf shares owned by Towerpoint Wealth

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

Historical chart of Towerpoint Wealth 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 Towerpoint Wealth 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 Towerpoint Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.6M 111k 50.28
2024-06-30 $5.4M 111k 48.67
2024-03-31 $5.2M 106k 49.19
2023-12-31 $5.0M 102k 49.37
2023-09-30 $4.8M 100k 47.83
2023-06-30 $4.8M 99k 48.88
2023-03-31 $5.0M 101k 48.92
2022-12-31 $4.9M 104k 47.43
2022-09-30 $5.4M 112k 47.73
2022-06-30 $5.5M 110k 49.54
2022-03-31 $7.2M 137k 52.44
2021-12-31 $7.6M 138k 55.16
2021-09-30 $7.9M 138k 56.96
2021-06-30 $7.9M 139k 57.10
2021-03-31 $7.6M 133k 57.12
2020-12-31 $7.2M 123k 58.55
2020-09-30 $6.9M 118k 58.18
2020-06-30 $6.9M 119k 57.73
2020-03-31 $6.7M 119k 56.26
2019-12-31 $6.8M 121k 56.58
2019-09-30 $7.2M 122k 58.83
2019-06-30 $7.0M 122k 57.96
2019-03-31 $6.7M 119k 55.77
2018-12-31 $6.3M 116k 54.25
2018-09-30 $6.2M 114k 54.54
2018-06-30 $6.0M 110k 54.71
2018-03-31 $5.9M 108k 54.73
2017-12-31 $5.4M 100k 54.37

More positions owned by Towerpoint Wealth

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 1000 Val Etf (IWD)
First Tr Value Line Divid In SHS (FVD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Iboxx Hi Yd Etf (HYG)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Spdr Ser Tr S&p Kensho New (KOMP)
Microsoft Corporation (MSFT)

View all positions for Towerpoint Wealth

Top funds holding Vanguard Charlotte Fds intl bd idx etf

Jpmorgan Chase & Co
Bank of America Corporation
Envestnet Asset Management
Vanguard Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Sei Investments
LPL Financial
Royal Bank of Canada
Empower Advisory Group
Assetmark
Savant Capital Management
Bank of New York Mellon
Cetera Investment Advisers
Lincoln National

View all funds holding Vanguard Charlotte Fds intl bd idx etf