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Arista Wealth Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

Arista Wealth Management’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
Q2 		– Sell
-87,677
Closed -$4.29M – 63
2023
Q1 		$4.29M Sell
87,677
-71,768
-45% -$3.48M 2.34% 10
2022
Q4 		$7.56M Buy
+159,445
New +$7.68M 4.77% 5

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Envestnet Asset Management
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Betterment LLC
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Arista Wealth Management's BNDX Position: Q2 2023 in Review

Arista Wealth Management sold out of Vanguard Total International Bond ETF (BNDX) in Q2 2023, closing a stake of 87,677 shares — an estimated $4.29M sold.

Arista Wealth Management first reported a position in BNDX in Q4 2022 and held it in 2 quarters. The position peaked at $7.56M in Q4 2022. 741 funds tracked by Wall St. Rank hold BNDX as of Q2 2023.

  • Arista Wealth Management reported no remaining Vanguard Total International Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Arista Wealth Management sold 87,677 Vanguard Total International Bond ETF shares in Q2 2023, an estimated $4.29M.
  • Arista Wealth Management first reported a position in Vanguard Total International Bond ETF in Q4 2022 and held it in 2 quarters.
  • Arista Wealth Management's Vanguard Total International Bond ETF position peaked at $7.56M in Q4 2022.
  • 741 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2023.

Based on Arista Wealth Management's 13F filing for Q2 2023, filed 20 Jul 2023.