Elwood & Goetz Wealth Advisory Group’s Vanguard Total Bond Market BND Stock Holding History

Elwood & Goetz Wealth Advisory Group’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
2024 Q1	–	Sell	-4,943	Closed	-$364K	–	88
2023 Q4	$364K	Sell	4,943 -13,801	-74%	-$974K	0.08%	60
2023 Q3	$1.31M	Buy	18,744 +13,593	+264%	+$970K	0.3%	33
2023 Q2	$374K	Buy	5,151 +5	+0.1%	+$366	0.09%	50
2023 Q1	$380K	Buy	+5,146	New	+$377K	0.09%	46
2022 Q2	–	Sell	-5,317	Closed	-$423K	–	61
2022 Q1	$423K	Sell	5,317 -5,127	-49%	-$419K	0.13%	45
2021 Q4	$885K	Buy	10,444 +7,797	+295%	+$664K	0.28%	26
2021 Q3	$226K	Buy	+2,647	New	+$229K	0.08%	52

Other funds holding BND

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's BND Position: Q1 2024 in Review

Elwood & Goetz Wealth Advisory Group sold out of Vanguard Total Bond Market (BND) in Q1 2024, closing a stake of 4,943 shares — an estimated $364K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in BND in Q3 2021 and held it in 7 quarters. The position peaked at $1.31M in Q3 2023. 1,423 funds tracked by Wall St. Rank hold BND as of Q1 2024.

Elwood & Goetz Wealth Advisory Group reported no remaining Vanguard Total Bond Market position as of Q1 2024 after selling out during the quarter.
Elwood & Goetz Wealth Advisory Group sold 4,943 Vanguard Total Bond Market shares in Q1 2024, an estimated $364K.
Elwood & Goetz Wealth Advisory Group first reported a position in Vanguard Total Bond Market in Q3 2021 and held it in 7 quarters.
Elwood & Goetz Wealth Advisory Group's Vanguard Total Bond Market position peaked at $1.31M in Q3 2023.
1,423 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2024, filed 23 Apr 2024.