AWM
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Aevitas Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Aevitas Wealth Management’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-193
Closed -$15K – 439
2018
Q1 		$15K Buy
+193
New +$15.4K 0.02% 282

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Jones Financial Companies
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MFRM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aevitas Wealth Management's BND Position: Q2 2018 in Review

Aevitas Wealth Management sold out of Vanguard Total Bond Market (BND) in Q2 2018, closing a stake of 193 shares — an estimated $15K sold.

Aevitas Wealth Management first reported a position in BND in Q1 2018 and held it in 1 quarter. The position peaked at $15K in Q1 2018. 659 funds tracked by Wall St. Rank hold BND as of Q2 2018.

  • Aevitas Wealth Management reported no remaining Vanguard Total Bond Market position as of Q2 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 193 Vanguard Total Bond Market shares in Q2 2018, an estimated $15K.
  • Aevitas Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2018 and held it in 1 quarter.
  • Aevitas Wealth Management's Vanguard Total Bond Market position peaked at $15K in Q1 2018.
  • 659 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2018.

Based on Aevitas Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.