Cerity Partners
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Cerity Partners’s Vanguard Total World Bond ETF BNDW Stock Holding History

Cerity Partners’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
2023
Q3 		– Sell
-3,115
Closed -$213K – 1426
2023
Q2 		$213K Buy
+3,115
New +$214K ﹤0.01% 1487

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CFD
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OWA
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RJFSA
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KA
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VWA
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Cerity Partners's BNDW Position: Q3 2023 in Review

Cerity Partners sold out of Vanguard Total World Bond ETF (BNDW) in Q3 2023, closing a stake of 3,115 shares — an estimated $213K sold.

Cerity Partners first reported a position in BNDW in Q2 2023 and held it in 1 quarter. The position peaked at $213K in Q2 2023. 85 funds tracked by Wall St. Rank hold BNDW as of Q3 2023.

  • Cerity Partners reported no remaining Vanguard Total World Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Cerity Partners sold 3,115 Vanguard Total World Bond ETF shares in Q3 2023, an estimated $213K.
  • Cerity Partners first reported a position in Vanguard Total World Bond ETF in Q2 2023 and held it in 1 quarter.
  • Cerity Partners's Vanguard Total World Bond ETF position peaked at $213K in Q2 2023.
  • 85 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q3 2023.

Based on Cerity Partners's 13F filing for Q3 2023, filed 14 Nov 2023.