BerganKDV Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

BerganKDV Wealth Management’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$22.5K	Sell	310 -1,667	-84%	-$122K	﹤0.01%	479
2023 Q1	$146K	Sell	1,977 -7,568	-79%	-$554K	0.02%	266
2022 Q4	$686K	Buy	9,545 +9,235	+2,979%	+$662K	0.07%	150
2022 Q3	$22K	Hold	310	–	–	﹤0.01%	477
2022 Q2	$23K	Sell	310 -2,205	-88%	-$168K	﹤0.01%	479
2022 Q1	$200K	Sell	2,515 -8,293	-77%	-$677K	0.02%	240
2021 Q4	$916K	Buy	10,808 +10,498	+3,386%	+$894K	0.1%	138
2021 Q3	$26K	Hold	310	–	–	﹤0.01%	484
2021 Q2	$27K	Hold	310	–	–	﹤0.01%	477
2021 Q1	$26K	Sell	310 -35	-10%	-$3.02K	﹤0.01%	447
2020 Q4	$30K	Buy	345 +35	+11%	+$3.08K	﹤0.01%	412
2020 Q3	$27K	Hold	310	–	–	﹤0.01%	393
2020 Q2	$27K	Hold	310	–	–	﹤0.01%	421
2020 Q1	$26K	Hold	310	–	–	0.01%	391
2019 Q4	$26K	Hold	310	–	–	﹤0.01%	412
2019 Q3	$26K	Hold	310	–	–	0.01%	399
2019 Q2	$26K	Hold	310	–	–	0.01%	392
2019 Q1	$25K	Sell	310 -84	-21%	-$6.71K	0.01%	408
2018 Q4	$31K	Buy	394 +84	+27%	+$6.57K	0.01%	348
2018 Q3	$24K	Hold	310	–	–	0.01%	402
2018 Q2	$25K	Buy	+310	New	+$24.5K	0.01%	397

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BerganKDV Wealth Management's BND Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 84% in Q2 2023, selling an estimated $122K and leaving 310 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

BerganKDV Wealth Management first reported a position in BND in Q2 2018 and has held it in 21 quarters since. The position peaked at $916K in Q4 2021. 1,274 funds tracked by Wall St. Rank hold BND as of Q2 2023.

BerganKDV Wealth Management held 310 shares of Vanguard Total Bond Market worth $22.5K as of Q2 2023.
BerganKDV Wealth Management sold 1,667 Vanguard Total Bond Market shares in Q2 2023, an estimated $122K.
Vanguard Total Bond Market made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #479 holding.
BerganKDV Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Vanguard Total Bond Market position peaked at $916K in Q4 2021.
1,274 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.