DBK Financial Counsel’s Vanguard Total International Bond ETF BNDX Stock Holding History

DBK Financial Counsel’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
2023 Q4	–	Sell	-4,800	Closed	-$230K	–	46
2023 Q3	$230K	Hold	4,800	–	–	0.3%	40
2023 Q2	$235K	Hold	4,800	–	–	0.32%	39
2023 Q1	$235K	Sell	4,800 -190	-4%	-$9.2K	0.33%	39
2022 Q4	$237K	Sell	4,990 -210	-4%	-$10.1K	0.38%	40
2022 Q3	$248K	Hold	5,200	–	–	0.43%	36
2022 Q2	$258K	Buy	+5,200	New	+$262K	0.42%	35

Other funds holding BNDX

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DBK Financial Counsel's BNDX Position: Q4 2023 in Review

DBK Financial Counsel sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2023, closing a stake of 4,800 shares — an estimated $230K sold.

DBK Financial Counsel first reported a position in BNDX in Q2 2022 and held it in 6 quarters. The position peaked at $258K in Q2 2022. 833 funds tracked by Wall St. Rank hold BNDX as of Q4 2023.

DBK Financial Counsel reported no remaining Vanguard Total International Bond ETF position as of Q4 2023 after selling out during the quarter.
DBK Financial Counsel sold 4,800 Vanguard Total International Bond ETF shares in Q4 2023, an estimated $230K.
DBK Financial Counsel first reported a position in Vanguard Total International Bond ETF in Q2 2022 and held it in 6 quarters.
DBK Financial Counsel's Vanguard Total International Bond ETF position peaked at $258K in Q2 2022.
833 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2023.

Based on DBK Financial Counsel's 13F filing for Q4 2023, filed 9 Jan 2024.