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Doyle Wealth Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-666
Closed -$38K – 265
2019
Q2 		$38K Buy
+666
New +$37.4K 0.01% 409
2019
Q1 		– Sell
-320
Closed -$17K – 254
2018
Q4 		$17K Buy
+320
New +$17.5K ﹤0.01% 535

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Doyle Wealth Management's BNDX Position: Q3 2019 in Review

Doyle Wealth Management sold out of Vanguard Total International Bond ETF (BNDX) in Q3 2019, closing a stake of 666 shares — an estimated $38K sold.

Doyle Wealth Management first reported a position in BNDX in Q4 2018 and held it in 2 quarters. The position peaked at $38K in Q2 2019. 488 funds tracked by Wall St. Rank hold BNDX as of Q3 2019.

  • Doyle Wealth Management reported no remaining Vanguard Total International Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 666 Vanguard Total International Bond ETF shares in Q3 2019, an estimated $38K.
  • Doyle Wealth Management first reported a position in Vanguard Total International Bond ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Vanguard Total International Bond ETF position peaked at $38K in Q2 2019.
  • 488 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.