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Holistic Planning’s Vident US Bond Strategy ETF VBND Stock Holding History

Holistic Planning’s Portfolio VBND Stock Details VBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,177
Closed -$318K – 124
2023
Q4 		$318K Buy
+7,177
New +$304K 0.27% 81

Other funds holding VBND

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Holistic Planning's VBND Position: Q1 2024 in Review

Holistic Planning sold out of Vident US Bond Strategy ETF (VBND) in Q1 2024, closing a stake of 7,177 shares — an estimated $318K sold.

Holistic Planning first reported a position in VBND in Q4 2023 and held it in 1 quarter. The position peaked at $318K in Q4 2023. 12 funds tracked by Wall St. Rank hold VBND as of Q1 2024.

  • Holistic Planning reported no remaining Vident US Bond Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Holistic Planning sold 7,177 Vident US Bond Strategy ETF shares in Q1 2024, an estimated $318K.
  • Holistic Planning first reported a position in Vident US Bond Strategy ETF in Q4 2023 and held it in 1 quarter.
  • Holistic Planning's Vident US Bond Strategy ETF position peaked at $318K in Q4 2023.
  • 12 funds tracked by Wall St. Rank held Vident US Bond Strategy ETF as of Q1 2024.

Based on Holistic Planning's 13F filing for Q1 2024, filed 1 May 2024.