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Financial Synergies Wealth Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History

Financial Synergies Wealth Advisors’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
2024
Q2 		– Sell
-1,308
Closed -$64.4K – 120
2024
Q1 		$64.4K Sell
1,308
-1,884
-59% -$92.1K 0.01% 115
2023
Q4 		$151K Buy
3,192
+1,885
+144% +$91.8K 0.02% 70
2023
Q3 		$62.5K Buy
1,307
+1
+0.1% +$48 0.01% 104
2023
Q2 		$63.9K Sell
1,306
-156
-11% -$7.6K 0.01% 99
2023
Q1 		$71.5K Sell
1,462
-1,730
-54% -$83.8K 0.01% 98
2022
Q4 		$151K Sell
3,192
-8,465
-73% -$408K 0.02% 70
2022
Q3 		$556K Buy
11,657
+6
+0.1% +$298 0.1% 48
2022
Q2 		$577K Sell
11,651
-221,704
-95% -$11.2M 0.09% 48
2022
Q1 		$12.2M Sell
233,355
-506,415
-68% -$27.2M 1.93% 12
2021
Q4 		$40.8M Sell
739,770
-256,609
-26% -$14.6M 5.59% 7
2021
Q3 		$56.8M Buy
996,379
+55,106
+6% +$3.18M 7.76% 5
2021
Q2 		$53.7M Buy
941,273
+52,275
+6% +$2.98M 7.33% 5
2021
Q1 		$50.8M Buy
888,998
+30,621
+4% +$1.77M 7.38% 5
2020
Q4 		$50.3M Buy
858,377
+578,515
+207% +$33.8M 7.82% 4
2020
Q3 		$16.3M Buy
279,862
+271,173
+3,121% +$15.7M 4.17% 9
2020
Q2 		$502K Buy
8,689
+2,093
+32% +$120K 0.17% 33
2020
Q1 		$371K Buy
6,596
+2,006
+44% +$115K 0.21% 22
2019
Q4 		$260K Buy
+4,590
New +$267K 0.12% 30

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 $424B AUM 22.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Financial Synergies Wealth Advisors's BNDX Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Vanguard Total International Bond ETF (BNDX) in Q2 2024, closing a stake of 1,308 shares — an estimated $64.4K sold.

Financial Synergies Wealth Advisors first reported a position in BNDX in Q4 2019 and held it in 18 quarters. The position peaked at $56.8M in Q3 2021. 830 funds tracked by Wall St. Rank hold BNDX as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Vanguard Total International Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 1,308 Vanguard Total International Bond ETF shares in Q2 2024, an estimated $64.4K.
  • Financial Synergies Wealth Advisors first reported a position in Vanguard Total International Bond ETF in Q4 2019 and held it in 18 quarters.
  • Financial Synergies Wealth Advisors's Vanguard Total International Bond ETF position peaked at $56.8M in Q3 2021.
  • 830 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.