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

Howard 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
2022 Q4	–	Sell	-7,560	Closed	-$360K	–	112
2022 Q3	$360K	Buy	+7,560	New	+$376K	0.25%	75
2022 Q2	–	Sell	-15,860	Closed	-$831K	–	67
2022 Q1	$831K	Sell	15,860 -1,365	-8%	-$73.3K	0.45%	55
2021 Q4	$950K	Sell	17,225 -1,360	-7%	-$77.3K	0.5%	53
2021 Q3	$1.06M	Buy	18,585 +1,450	+8%	+$83.6K	0.59%	47
2021 Q2	$978K	Buy	17,135 +860	+5%	+$49K	0.54%	52
2021 Q1	$929K	Buy	16,275 +2,050	+14%	+$118K	0.54%	53
2020 Q4	$832K	Buy	14,225 +8,525	+150%	+$498K	0.52%	51
2020 Q3	$331K	Buy	+5,700	New	+$331K	0.24%	90
2020 Q1	–	Sell	-700	Closed	-$39K	–	144
2019 Q4	$39K	Buy	+700	New	+$40.6K	0.03%	218

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

Howard Wealth Management's BNDX Position: Q4 2022 in Review

Howard Wealth Management sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2022, closing a stake of 7,560 shares — an estimated $360K sold.

Howard Wealth Management first reported a position in BNDX in Q4 2019 and held it in 9 quarters. The position peaked at $1.06M in Q3 2021. 750 funds tracked by Wall St. Rank hold BNDX as of Q4 2022.

Howard Wealth Management reported no remaining Vanguard Total International Bond ETF position as of Q4 2022 after selling out during the quarter.
Howard Wealth Management sold 7,560 Vanguard Total International Bond ETF shares in Q4 2022, an estimated $360K.
Howard Wealth Management first reported a position in Vanguard Total International Bond ETF in Q4 2019 and held it in 9 quarters.
Howard Wealth Management's Vanguard Total International Bond ETF position peaked at $1.06M in Q3 2021.
750 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2022.

Based on Howard Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.