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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

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.