Asset Planning Corporation’s Vanguard Total International Bond ETF BNDX Stock Holding History

Asset Planning Corporation’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
2022 Q4	–	Sell	-225,861	Closed	-$10.8M	–	39
2022 Q3	$10.8M	Buy	225,861 +3,106	+1%	+$154K	10.09%	3
2022 Q2	$11M	Sell	222,755 -33,212	-13%	-$1.68M	9.59%	4
2022 Q1	$13.4M	Sell	255,967 -16,069	-6%	-$863K	11.72%	2
2021 Q4	$15M	Buy	272,036 +15,746	+6%	+$895K	12.84%	1
2021 Q3	$14.6M	Buy	256,290 +16,058	+7%	+$925K	13.51%	1
2021 Q2	$13.7M	Buy	240,232 +10,247	+4%	+$584K	13.35%	1
2021 Q1	$13.1M	Buy	229,985 +20,163	+10%	+$1.16M	13.67%	1
2020 Q4	$12.3M	Buy	+209,822	New	+$12.3M	12.19%	1

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 $424B AUM 22.94% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Asset Planning Corporation's BNDX Position: Q4 2022 in Review

Asset Planning Corporation sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2022, closing a stake of 225,861 shares — an estimated $10.8M sold.

Asset Planning Corporation first reported a position in BNDX in Q4 2020 and held it in 8 quarters. The position peaked at $15M in Q4 2021. 750 funds tracked by Wall St. Rank hold BNDX as of Q4 2022.

Asset Planning Corporation reported no remaining Vanguard Total International Bond ETF position as of Q4 2022 after selling out during the quarter.
Asset Planning Corporation sold 225,861 Vanguard Total International Bond ETF shares in Q4 2022, an estimated $10.8M.
Asset Planning Corporation first reported a position in Vanguard Total International Bond ETF in Q4 2020 and held it in 8 quarters.
Asset Planning Corporation's Vanguard Total International Bond ETF position peaked at $15M in Q4 2021.
750 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2022.

Based on Asset Planning Corporation's 13F filing for Q4 2022, filed 27 Jan 2023.