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

BerganKDV 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
2023 Q2	–	Sell	-213	Closed	-$10.4K	–	890
2023 Q1	$10.4K	Sell	213 -5,641	-96%	-$273K	﹤0.01%	601
2022 Q4	$278K	Buy	+5,854	New	+$282K	0.03%	209
2020 Q2	–	Sell	-4	Closed	–	–	968
2020 Q1	$0	Buy	+4	New	+$228	﹤0.01%	928
2019 Q2	–	Sell	-18	Closed	-$1K	–	735
2019 Q1	$1K	Buy	+18	New	+$988	﹤0.01%	682

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Vanguard Total International Bond ETF (BNDX) in Q2 2023, closing a stake of 213 shares — an estimated $10.4K sold.

BerganKDV Wealth Management first reported a position in BNDX in Q1 2019 and held it in 4 quarters. The position peaked at $278K in Q4 2022. 741 funds tracked by Wall St. Rank hold BNDX as of Q2 2023.

BerganKDV Wealth Management reported no remaining Vanguard Total International Bond ETF position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 213 Vanguard Total International Bond ETF shares in Q2 2023, an estimated $10.4K.
BerganKDV Wealth Management first reported a position in Vanguard Total International Bond ETF in Q1 2019 and held it in 4 quarters.
BerganKDV Wealth Management's Vanguard Total International Bond ETF position peaked at $278K in Q4 2022.
741 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2023.

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