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

Aspire 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
2024 Q3	$1.32M	Buy	26,181 +1,204	+5%	+$59.8K	0.71%	31
2024 Q2	$1.22M	Buy	24,977 +1,670	+7%	+$81.3K	0.7%	34
2024 Q1	$1.15M	Buy	23,307 +8,413	+56%	+$411K	0.69%	32
2023 Q4	$735K	Buy	14,894 +162	+1%	+$7.89K	0.5%	43
2023 Q3	$705K	Buy	+14,732	New	+$713K	0.54%	41

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

Aspire Wealth Management's BNDX Position: Q3 2024 in Review

Aspire Wealth Management increased its Vanguard Total International Bond ETF (BNDX) stake by 4.8% in Q3 2024, buying an estimated $59.8K and bringing the position to 26,181 shares worth $1.32M. The position accounts for 0.71% of the portfolio, ranked #31.

Aspire Wealth Management first reported a position in BNDX in Q3 2023 and has held it in 5 quarters since. 861 funds tracked by Wall St. Rank hold BNDX as of Q3 2024.

Aspire Wealth Management held 26,181 shares of Vanguard Total International Bond ETF worth $1.32M as of Q3 2024.
Aspire Wealth Management bought 1,204 Vanguard Total International Bond ETF shares in Q3 2024, an estimated $59.8K.
Vanguard Total International Bond ETF made up 0.71% of Aspire Wealth Management's portfolio in Q3 2024, its #31 holding.
Aspire Wealth Management first reported a position in Vanguard Total International Bond ETF in Q3 2023 and has held it in 5 quarters since.
861 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.