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Chico Wealth RIA’s Vanguard Total World Bond ETF BNDW Stock Holding History

Chico Wealth RIA’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
2022
Q2 		– Sell
-22,302
Closed -$1.65M – 23
2022
Q1 		$1.65M Buy
+22,302
New +$1.7M 1.32% 13

Other funds holding BNDW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COCM
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Chico Wealth RIA's BNDW Position: Q2 2022 in Review

Chico Wealth RIA sold out of Vanguard Total World Bond ETF (BNDW) in Q2 2022, closing a stake of 22,302 shares — an estimated $1.65M sold.

Chico Wealth RIA first reported a position in BNDW in Q1 2022 and held it in 1 quarter. The position peaked at $1.65M in Q1 2022. 86 funds tracked by Wall St. Rank hold BNDW as of Q2 2022.

  • Chico Wealth RIA reported no remaining Vanguard Total World Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Chico Wealth RIA sold 22,302 Vanguard Total World Bond ETF shares in Q2 2022, an estimated $1.65M.
  • Chico Wealth RIA first reported a position in Vanguard Total World Bond ETF in Q1 2022 and held it in 1 quarter.
  • Chico Wealth RIA's Vanguard Total World Bond ETF position peaked at $1.65M in Q1 2022.
  • 86 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2022.

Based on Chico Wealth RIA's 13F filing for Q2 2022, filed 19 Jul 2022.