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Brandywine Oak Private Wealth’s Vanguard Total Bond Market BND Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-460
Closed -$36K – 267
2018
Q4 		$36K Buy
+460
New +$36K 0.01% 403

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MFRM
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brandywine Oak Private Wealth's BND Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Vanguard Total Bond Market (BND) in Q1 2019, closing a stake of 460 shares — an estimated $36K sold.

Brandywine Oak Private Wealth first reported a position in BND in Q4 2018 and held it in 1 quarter. The position peaked at $36K in Q4 2018. 749 funds tracked by Wall St. Rank hold BND as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Vanguard Total Bond Market position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 460 Vanguard Total Bond Market shares in Q1 2019, an estimated $36K.
  • Brandywine Oak Private Wealth first reported a position in Vanguard Total Bond Market in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Vanguard Total Bond Market position peaked at $36K in Q4 2018.
  • 749 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.