Atria Wealth Solutions’s Vanguard Total World Bond ETF BNDW Stock Holding History

Atria Wealth Solutions’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
2024 Q2	–	Sell	-14,985	Closed	-$1.03M	–	1941
2024 Q1	$1.03M	Buy	14,985 +1,320	+10%	+$90.3K	0.01%	895
2023 Q4	$946K	Buy	13,665 +387	+3%	+$26K	0.01%	880
2023 Q3	$881K	Buy	13,278 +526	+4%	+$35.5K	0.01%	873
2023 Q2	$873K	Buy	12,752 +1,295	+11%	+$88.9K	0.01%	896
2023 Q1	$790K	Buy	11,457 +633	+6%	+$43.3K	0.01%	904
2022 Q4	$726K	Buy	10,824 +698	+7%	+$47.1K	0.01%	905
2022 Q3	$678K	Sell	10,126 -9,175	-48%	-$643K	0.01%	873
2022 Q2	$1.35M	Buy	19,301 +2,235	+13%	+$159K	0.03%	574
2022 Q1	$1.26M	Buy	+17,066	New	+$1.3M	0.02%	632

Other funds holding BNDW

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

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

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

TWCA

Two West Capital Advisors Overland Park, Kansas $189M AUM 14.02% 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

Kure Advisory Plymouth, Minnesota $184M AUM 16.02% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

OWA

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

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

Atria Wealth Solutions's BNDW Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Vanguard Total World Bond ETF (BNDW) in Q2 2024, closing a stake of 14,985 shares — an estimated $1.03M sold.

Atria Wealth Solutions first reported a position in BNDW in Q1 2022 and held it in 9 quarters. The position peaked at $1.35M in Q2 2022. 97 funds tracked by Wall St. Rank hold BNDW as of Q2 2024.

Atria Wealth Solutions reported no remaining Vanguard Total World Bond ETF position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 14,985 Vanguard Total World Bond ETF shares in Q2 2024, an estimated $1.03M.
Atria Wealth Solutions first reported a position in Vanguard Total World Bond ETF in Q1 2022 and held it in 9 quarters.
Atria Wealth Solutions's Vanguard Total World Bond ETF position peaked at $1.35M in Q2 2022.
97 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.