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

Evoke Wealth’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
2022 Q4	–	Sell	-416	Closed	-$20K	–	465
2022 Q3	$20K	Buy	+416	New	+$20.7K	﹤0.01%	642
2022 Q1	–	Sell	-311	Closed	-$17K	–	1167
2021 Q4	$17K	Hold	311	–	–	﹤0.01%	702
2021 Q3	$17K	Hold	311	–	–	﹤0.01%	659
2021 Q2	$18K	Buy	+311	New	+$17.7K	﹤0.01%	666

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Evoke Wealth's BNDX Position: Q4 2022 in Review

Evoke Wealth sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2022, closing a stake of 416 shares — an estimated $20K sold.

Evoke Wealth first reported a position in BNDX in Q2 2021 and held it in 4 quarters. The position peaked at $20K in Q3 2022. 749 funds tracked by Wall St. Rank hold BNDX as of Q4 2022.

Evoke Wealth reported no remaining Vanguard Total International Bond ETF position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 416 Vanguard Total International Bond ETF shares in Q4 2022, an estimated $20K.
Evoke Wealth first reported a position in Vanguard Total International Bond ETF in Q2 2021 and held it in 4 quarters.
Evoke Wealth's Vanguard Total International Bond ETF position peaked at $20K in Q3 2022.
749 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.