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Family Capital Trust’s Vanguard Total World Bond ETF BNDW Stock Holding History

Family Capital Trust’s Portfolio BNDW Stock Details BNDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-6,808
Closed -$478K – 51
2022
Q2 		$478K Buy
+6,808
New +$484K 0.19% 34

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Wealth Enhancement Advisory Services
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DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
OWA
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Mercer Global Advisors
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Family Capital Trust's BNDW Position: Q3 2022 in Review

Family Capital Trust sold out of Vanguard Total World Bond ETF (BNDW) in Q3 2022, closing a stake of 6,808 shares — an estimated $478K sold.

Family Capital Trust first reported a position in BNDW in Q2 2022 and held it in 1 quarter. The position peaked at $478K in Q2 2022. 77 funds tracked by Wall St. Rank hold BNDW as of Q3 2022.

  • Family Capital Trust reported no remaining Vanguard Total World Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Family Capital Trust sold 6,808 Vanguard Total World Bond ETF shares in Q3 2022, an estimated $478K.
  • Family Capital Trust first reported a position in Vanguard Total World Bond ETF in Q2 2022 and held it in 1 quarter.
  • Family Capital Trust's Vanguard Total World Bond ETF position peaked at $478K in Q2 2022.
  • 77 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q3 2022.

Based on Family Capital Trust's 13F filing for Q3 2022, filed 26 Oct 2022.