Alpha Financial Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History

Alpha Financial Advisors’s Portfolio BNDX Stock Details BNDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-6,320	Closed	-$302K	–	43
2023 Q3	$302K	Buy	6,320 +17	+0.3%	+$823	0.19%	30
2023 Q2	$308K	Sell	6,303 -1,056	-14%	-$51.5K	0.19%	30
2023 Q1	$360K	Sell	7,359 -74,165	-91%	-$3.59M	0.25%	26
2022 Q4	$3.87M	Buy	+81,524	New	+$3.93M	3.36%	9

Other funds holding BNDX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Alpha Financial Advisors's BNDX Position: Q4 2023 in Review

Alpha Financial Advisors sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2023, closing a stake of 6,320 shares — an estimated $302K sold.

Alpha Financial Advisors first reported a position in BNDX in Q4 2022 and held it in 4 quarters. The position peaked at $3.87M in Q4 2022. 833 funds tracked by Wall St. Rank hold BNDX as of Q4 2023.

Alpha Financial Advisors reported no remaining Vanguard Total International Bond ETF position as of Q4 2023 after selling out during the quarter.
Alpha Financial Advisors sold 6,320 Vanguard Total International Bond ETF shares in Q4 2023, an estimated $302K.
Alpha Financial Advisors first reported a position in Vanguard Total International Bond ETF in Q4 2022 and held it in 4 quarters.
Alpha Financial Advisors's Vanguard Total International Bond ETF position peaked at $3.87M in Q4 2022.
833 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2023.

Based on Alpha Financial Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.