Dominguez Wealth Management Solutions’s Vanguard Total Bond Market BND Stock Holding History

Dominguez Wealth Management Solutions’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 Q4	–	Sell	-3,630	Closed	-$253K	–	58
2023 Q3	$253K	Sell	3,630 -13	-0.4%	-$928	0.23%	51
2023 Q2	$265K	Sell	3,643 -710	-16%	-$52K	0.23%	51
2023 Q1	$321K	Sell	4,353 -28	-0.6%	-$2.05K	0.29%	48
2022 Q4	$315K	Buy	+4,381	New	+$314K	0.31%	46

Other funds holding BND

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Dominguez Wealth Management Solutions's BND Position: Q4 2023 in Review

Dominguez Wealth Management Solutions sold out of Vanguard Total Bond Market (BND) in Q4 2023, closing a stake of 3,630 shares — an estimated $253K sold.

Dominguez Wealth Management Solutions first reported a position in BND in Q4 2022 and held it in 4 quarters. The position peaked at $321K in Q1 2023. 1,446 funds tracked by Wall St. Rank hold BND as of Q4 2023.

Dominguez Wealth Management Solutions reported no remaining Vanguard Total Bond Market position as of Q4 2023 after selling out during the quarter.
Dominguez Wealth Management Solutions sold 3,630 Vanguard Total Bond Market shares in Q4 2023, an estimated $253K.
Dominguez Wealth Management Solutions first reported a position in Vanguard Total Bond Market in Q4 2022 and held it in 4 quarters.
Dominguez Wealth Management Solutions's Vanguard Total Bond Market position peaked at $321K in Q1 2023.
1,446 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2023.

Based on Dominguez Wealth Management Solutions's 13F filing for Q4 2023, filed 9 Jan 2024.