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

Avaii 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 Q4	–	Sell	-6,624	Closed	-$333K	–	130
2024 Q3	$333K	Sell	6,624 -14,670	-69%	-$728K	0.17%	87
2024 Q2	$1.04M	Buy	21,294 +657	+3%	+$32K	0.57%	28
2024 Q1	$1.02M	Buy	20,637 +1,055	+5%	+$51.5K	0.6%	33
2023 Q4	$967K	Sell	19,582 -1,273	-6%	-$62K	0.63%	35
2023 Q3	$997K	Buy	20,855 +2,752	+15%	+$133K	0.76%	27
2023 Q2	$885K	Buy	18,103 +2,447	+16%	+$119K	0.68%	35
2023 Q1	$766K	Buy	15,656 +2,431	+18%	+$118K	0.67%	36
2022 Q4	$627K	Buy	13,225 +690	+6%	+$33.2K	0.56%	41
2022 Q3	$599K	Buy	12,535 +6,323	+102%	+$314K	0.62%	35
2022 Q2	$308K	Buy	6,212 +426	+7%	+$21.5K	0.33%	70
2022 Q1	$303K	Buy	+5,786	New	+$311K	0.28%	75

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Avaii Wealth Management's BNDX Position: Q4 2024 in Review

Avaii Wealth Management sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2024, closing a stake of 6,624 shares — an estimated $333K sold.

Avaii Wealth Management first reported a position in BNDX in Q1 2022 and held it in 11 quarters. The position peaked at $1.04M in Q2 2024. 931 funds tracked by Wall St. Rank hold BNDX as of Q4 2024.

Avaii Wealth Management reported no remaining Vanguard Total International Bond ETF position as of Q4 2024 after selling out during the quarter.
Avaii Wealth Management sold 6,624 Vanguard Total International Bond ETF shares in Q4 2024, an estimated $333K.
Avaii Wealth Management first reported a position in Vanguard Total International Bond ETF in Q1 2022 and held it in 11 quarters.
Avaii Wealth Management's Vanguard Total International Bond ETF position peaked at $1.04M in Q2 2024.
931 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2024.

Based on Avaii Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.