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Confluence Wealth Services’s Vanguard Total World Bond ETF BNDW Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-1
Closed – – 354
2021
Q4 		$0 Buy
+1
New +$80 ﹤0.01% 1230

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COCM
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DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Confluence Wealth Services's BNDW Position: Q1 2022 in Review

Confluence Wealth Services sold out of Vanguard Total World Bond ETF (BNDW) in Q1 2022, closing a stake of 1 share.

Confluence Wealth Services first reported a position in BNDW in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 75 funds tracked by Wall St. Rank hold BNDW as of Q1 2022.

  • Confluence Wealth Services reported no remaining Vanguard Total World Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 1 Vanguard Total World Bond ETF share in Q1 2022.
  • Confluence Wealth Services first reported a position in Vanguard Total World Bond ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Vanguard Total World Bond ETF position peaked at $0 in Q4 2021.
  • 75 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.