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

Braver 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
2016 Q4	$220K	Buy	+4,052	New	+$222K	0.04%	143
2016 Q2	–	Sell	-413,160	Closed	-$22.5M	–	138
2016 Q1	$22.5M	Buy	+413,160	New	+$22.2M	3.71%	4
2015 Q3	–	Sell	-11,046	Closed	-$578K	–	77
2015 Q2	$578K	Sell	11,046 -9,679	-47%	-$514K	0.14%	67
2015 Q1	$1.12M	Sell	20,725 -43,428	-68%	-$2.33M	0.23%	62
2014 Q4	$3.41M	Buy	+64,153	New	+$3.37M	0.7%	28

Other funds holding BNDX

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Braver Wealth Management's BNDX Position: Q4 2016 in Review

Braver Wealth Management opened a new position in Vanguard Total International Bond ETF (BNDX) in Q4 2016: 4,052 shares worth $220K. The stake represents 0.04% of the portfolio and ranks #143 among its holdings. This is a return to the name: Braver Wealth Management previously reported a position in BNDX as recently as Q1 2016.

Braver Wealth Management first reported a position in BNDX in Q4 2014 and has held it in 5 quarters since. The position peaked at $22.5M in Q1 2016. 242 funds tracked by Wall St. Rank hold BNDX as of Q4 2016.

Braver Wealth Management held 4,052 shares of Vanguard Total International Bond ETF worth $220K as of Q4 2016.
Vanguard Total International Bond ETF was a new Braver Wealth Management position in Q4 2016.
Vanguard Total International Bond ETF made up 0.04% of Braver Wealth Management's portfolio in Q4 2016, its #143 holding.
Braver Wealth Management first reported a position in Vanguard Total International Bond ETF in Q4 2014 and has held it in 5 quarters since.
Braver Wealth Management's Vanguard Total International Bond ETF position peaked at $22.5M in Q1 2016.
242 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.