Ausdal Financial Partners’s Vanguard Total World Bond ETF BNDW Stock Holding History

Ausdal Financial Partners’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 Q1	–	Sell	-10,069	Closed	-$790K	–	492
2021 Q4	$790K	Sell	10,069 -949	-9%	-$75.6K	0.11%	212
2021 Q3	$880K	Sell	11,018 -587	-5%	-$47.4K	0.13%	192
2021 Q2	$931K	Buy	11,605 +1,151	+11%	+$91.9K	0.14%	183
2021 Q1	$833K	Buy	10,454 +4,572	+78%	+$369K	0.14%	173
2020 Q4	$484K	Sell	5,882 -6,487	-52%	-$531K	0.09%	233
2020 Q3	$1.01M	Sell	12,369 -637	-5%	-$52.1K	0.24%	117
2020 Q2	$1.06M	Buy	13,006 +429	+3%	+$34.6K	0.35%	80
2020 Q1	$1.01M	Buy	+12,577	New	+$1,000K	0.36%	73

Other funds holding BNDW

Libra Wealth Los Gatos, California $355M AUM 17.36% 1-Year Est. Return

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

COCM

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

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

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

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Ausdal Financial Partners's BNDW Position: Q1 2022 in Review

Ausdal Financial Partners sold out of Vanguard Total World Bond ETF (BNDW) in Q1 2022, closing a stake of 10,069 shares — an estimated $790K sold.

Ausdal Financial Partners first reported a position in BNDW in Q1 2020 and held it in 8 quarters. The position peaked at $1.06M in Q2 2020. 75 funds tracked by Wall St. Rank hold BNDW as of Q1 2022.

Ausdal Financial Partners reported no remaining Vanguard Total World Bond ETF position as of Q1 2022 after selling out during the quarter.
Ausdal Financial Partners sold 10,069 Vanguard Total World Bond ETF shares in Q1 2022, an estimated $790K.
Ausdal Financial Partners first reported a position in Vanguard Total World Bond ETF in Q1 2020 and held it in 8 quarters.
Ausdal Financial Partners's Vanguard Total World Bond ETF position peaked at $1.06M in Q2 2020.
75 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q1 2022.

Based on Ausdal Financial Partners's 13F filing for Q1 2022, filed 4 May 2022.