Heritage Wealth Management (Arizona)’s Vanguard Total International Bond ETF BNDX Stock Holding History

Heritage Wealth Management (Arizona)’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	$145K	Buy	3,056 +2,241	+275%	+$108K	0.02%	368
2022 Q3	$39K	Sell	815 -342	-30%	-$17K	0.01%	435
2022 Q2	$57.3K	Buy	1,157 +209	+22%	+$10.5K	0.02%	396
2022 Q1	$50K	Buy	+948	New	+$50.9K	0.01%	473
2021 Q3	$10K	Sell	175 -622	-78%	-$35.8K	﹤0.01%	649
2021 Q2	$46K	Buy	+797	New	+$45.4K	0.02%	460

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

Heritage Wealth Management (Arizona)'s BNDX Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Vanguard Total International Bond ETF (BNDX) stake by 275% in Q4 2022, buying an estimated $108K and bringing the position to 3,056 shares worth $145K. The position accounts for 0.02% of the portfolio, ranked #368.

Heritage Wealth Management (Arizona) first reported a position in BNDX in Q2 2021 and has held it in 6 quarters since. 749 funds tracked by Wall St. Rank hold BNDX as of Q4 2022.

Heritage Wealth Management (Arizona) held 3,056 shares of Vanguard Total International Bond ETF worth $145K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 2,241 Vanguard Total International Bond ETF shares in Q4 2022, an estimated $108K.
Vanguard Total International Bond ETF made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #368 holding.
Heritage Wealth Management (Arizona) first reported a position in Vanguard Total International Bond ETF in Q2 2021 and has held it in 6 quarters since.
749 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.