FWM
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ForthRight Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

ForthRight Wealth Management’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
2021
Q1 		– Sell
-1,300
Closed -$115K – 52
2020
Q4 		$115K Buy
+1,300
New +$114K 0.09% 42

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Creative Planning
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LPL Financial
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Envestnet Asset Management
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MFRM
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Wells Fargo
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ForthRight Wealth Management's BND Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Vanguard Total Bond Market (BND) in Q1 2021, closing a stake of 1,300 shares — an estimated $115K sold.

ForthRight Wealth Management first reported a position in BND in Q4 2020 and held it in 1 quarter. The position peaked at $115K in Q4 2020. 1,074 funds tracked by Wall St. Rank hold BND as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Vanguard Total Bond Market position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 1,300 Vanguard Total Bond Market shares in Q1 2021, an estimated $115K.
  • ForthRight Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Vanguard Total Bond Market position peaked at $115K in Q4 2020.
  • 1,074 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.