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Avantax Advisory Services’s Vanguard Total World Bond ETF BNDW Stock Holding History

Avantax Advisory Services’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
2020
Q4 		– Sell
-5,835
Closed -$478K – 978
2020
Q3 		$478K Buy
+5,835
New +$478K 0.01% 805

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RPGK
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Royal Bank of Canada
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RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
MIM
Moseley Investment Management Bradenton, Florida $314M AUM 22.17% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Avantax Advisory Services's BNDW Position: Q4 2020 in Review

Avantax Advisory Services sold out of Vanguard Total World Bond ETF (BNDW) in Q4 2020, closing a stake of 5,835 shares — an estimated $478K sold.

Avantax Advisory Services first reported a position in BNDW in Q3 2020 and held it in 1 quarter. The position peaked at $478K in Q3 2020. 53 funds tracked by Wall St. Rank hold BNDW as of Q4 2020.

  • Avantax Advisory Services reported no remaining Vanguard Total World Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 5,835 Vanguard Total World Bond ETF shares in Q4 2020, an estimated $478K.
  • Avantax Advisory Services first reported a position in Vanguard Total World Bond ETF in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Vanguard Total World Bond ETF position peaked at $478K in Q3 2020.
  • 53 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.