American Portfolios Advisors’s Vanguard Total World Bond ETF BNDW Stock Holding History

American Portfolios Advisors’s Portfolio BNDW Stock Details BNDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$5.89K	Sell	88 -597	-87%	-$41.8K	﹤0.01%	2757
2022 Q2	$48.1K	Sell	685 -4,716	-87%	-$336K	﹤0.01%	1781
2022 Q1	$400K	Buy	5,401 +555	+11%	+$42.2K	0.01%	842
2021 Q4	$380K	Buy	4,846 +1,116	+30%	+$88.9K	0.01%	870
2021 Q3	$298K	Buy	+3,730	New	+$301K	0.01%	941

Other funds holding BNDW

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

COCM

Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

American Portfolios Advisors's BNDW Position: Q3 2022 in Review

American Portfolios Advisors reduced its Vanguard Total World Bond ETF (BNDW) stake by 87% in Q3 2022, selling an estimated $41.8K and leaving 88 shares worth $5.89K. The position accounts for ﹤0.01% of the portfolio, ranked #2757.

American Portfolios Advisors first reported a position in BNDW in Q3 2021 and has held it in 5 quarters since. The position peaked at $400K in Q1 2022. 77 funds tracked by Wall St. Rank hold BNDW as of Q3 2022.

American Portfolios Advisors held 88 shares of Vanguard Total World Bond ETF worth $5.89K as of Q3 2022.
American Portfolios Advisors sold 597 Vanguard Total World Bond ETF shares in Q3 2022, an estimated $41.8K.
Vanguard Total World Bond ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2757 holding.
American Portfolios Advisors first reported a position in Vanguard Total World Bond ETF in Q3 2021 and has held it in 5 quarters since.
American Portfolios Advisors's Vanguard Total World Bond ETF position peaked at $400K in Q1 2022.
77 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.