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

Grand Wealth Management’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
2023 Q2	–	Sell	-7,602	Closed	-$372K	–	75
2023 Q1	$372K	Sell	7,602 -5,361	-41%	-$260K	0.22%	30
2022 Q4	$615K	Sell	12,963 -3,429	-21%	-$165K	0.38%	26
2022 Q3	$782K	Buy	16,392 +4,162	+34%	+$207K	0.41%	24
2022 Q2	$606K	Sell	12,230 -2,939	-19%	-$148K	0.31%	24
2022 Q1	$795K	Sell	15,169 -907	-6%	-$48.7K	0.37%	22
2021 Q4	$887K	Buy	+16,076	New	+$913K	0.4%	21

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Grand Wealth Management's BNDX Position: Q2 2023 in Review

Grand Wealth Management sold out of Vanguard Total International Bond ETF (BNDX) in Q2 2023, closing a stake of 7,602 shares — an estimated $372K sold.

Grand Wealth Management first reported a position in BNDX in Q4 2021 and held it in 6 quarters. The position peaked at $887K in Q4 2021. 741 funds tracked by Wall St. Rank hold BNDX as of Q2 2023.

Grand Wealth Management reported no remaining Vanguard Total International Bond ETF position as of Q2 2023 after selling out during the quarter.
Grand Wealth Management sold 7,602 Vanguard Total International Bond ETF shares in Q2 2023, an estimated $372K.
Grand Wealth Management first reported a position in Vanguard Total International Bond ETF in Q4 2021 and held it in 6 quarters.
Grand Wealth Management's Vanguard Total International Bond ETF position peaked at $887K in Q4 2021.
741 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2023.

Based on Grand Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.