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

Heritage Wealth Management (Texas)’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
Q1 		– Sell
-4,382
Closed -$208K – 25
2022
Q4 		$208K Buy
+4,382
New +$211K 0.21% 27

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Heritage Wealth Management (Texas)'s BNDX Position: Q1 2023 in Review

Heritage Wealth Management (Texas) sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2023, closing a stake of 4,382 shares — an estimated $208K sold.

Heritage Wealth Management (Texas) first reported a position in BNDX in Q4 2022 and held it in 1 quarter. The position peaked at $208K in Q4 2022. 732 funds tracked by Wall St. Rank hold BNDX as of Q1 2023.

  • Heritage Wealth Management (Texas) reported no remaining Vanguard Total International Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Heritage Wealth Management (Texas) sold 4,382 Vanguard Total International Bond ETF shares in Q1 2023, an estimated $208K.
  • Heritage Wealth Management (Texas) first reported a position in Vanguard Total International Bond ETF in Q4 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Texas)'s Vanguard Total International Bond ETF position peaked at $208K in Q4 2022.
  • 732 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2023.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q1 2023, filed 3 May 2023.