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DeDora Capital’s Vanguard Total Bond Market BND Stock Holding History

DeDora Capital’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,185
Closed -$231K – 99
2023
Q2 		$231K Sell
3,185
-4,447
-58% -$326K 0.09% 97
2023
Q1 		$563K Sell
7,632
-2,151
-22% -$157K 0.24% 75
2022
Q4 		$703K Sell
9,783
-4,653
-32% -$333K 0.33% 64
2022
Q3 		$1.03M Sell
14,436
-881
-6% -$65.9K 0.54% 45
2022
Q2 		$1.15M Buy
15,317
+189
+1% +$14.4K 0.58% 44
2022
Q1 		$1.2M Buy
+15,128
New +$1.24M 0.49% 46
2021
Q4 		– Sell
-11,990
Closed -$1.02M – 64
2021
Q3 		$1.02M Buy
11,990
+135
+1% +$11.7K 0.45% 48
2021
Q2 		$1.02M Sell
11,855
-296
-2% -$25.2K 0.44% 48
2021
Q1 		$1.03M Buy
12,151
+300
+3% +$25.9K 0.49% 47
2020
Q4 		$1.04M Sell
11,851
-153
-1% -$13.5K 0.52% 47
2020
Q3 		$1.06M Sell
12,004
-1,975
-14% -$175K 0.59% 44
2020
Q2 		$1.24M Buy
13,979
+526
+4% +$46K 0.74% 36
2020
Q1 		$1.15M Sell
13,453
-423
-3% -$35.9K 0.87% 33
2019
Q4 		$1.16M Sell
13,876
-873
-6% -$73.4K 0.7% 40
2019
Q3 		$1.25M Sell
14,749
-1,585
-10% -$133K 0.86% 31
2019
Q2 		$1.36M Sell
16,334
-264
-2% -$21.5K 0.96% 25
2019
Q1 		$1.35M Sell
16,598
-1,660
-9% -$133K 1.02% 21
2018
Q4 		$1.45M Sell
18,258
-1,614
-8% -$126K 1.28% 17
2018
Q3 		$1.56M Sell
19,872
-3,486
-15% -$276K 1.18% 17
2018
Q2 		$1.85M Sell
23,358
-1,053
-4% -$83.2K 1.46% 15
2018
Q1 		$1.95M Sell
24,411
-111
-0.5% -$8.89K 1.59% 14
2017
Q4 		$2M Buy
+24,522
New +$2M 1.66% 12

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

DeDora Capital's BND Position: Q3 2023 in Review

DeDora Capital sold out of Vanguard Total Bond Market (BND) in Q3 2023, closing a stake of 3,185 shares — an estimated $231K sold.

DeDora Capital first reported a position in BND in Q4 2017 and held it in 22 quarters. The position peaked at $2M in Q4 2017. 1,276 funds tracked by Wall St. Rank hold BND as of Q3 2023.

  • DeDora Capital reported no remaining Vanguard Total Bond Market position as of Q3 2023 after selling out during the quarter.
  • DeDora Capital sold 3,185 Vanguard Total Bond Market shares in Q3 2023, an estimated $231K.
  • DeDora Capital first reported a position in Vanguard Total Bond Market in Q4 2017 and held it in 22 quarters.
  • DeDora Capital's Vanguard Total Bond Market position peaked at $2M in Q4 2017.
  • 1,276 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2023.

Based on DeDora Capital's 13F filing for Q3 2023, filed 18 Oct 2023.