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Joseph P. Lucia & Associates’s Vanguard Total International Bond ETF BNDX Stock Holding History

Joseph P. Lucia & Associates’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
2020
Q1 		– Sell
-8
Closed – – 447
2019
Q4 		$0 Hold
8
– – ﹤0.01% 447
2019
Q3 		$0 Hold
8
– – ﹤0.01% 454
2019
Q2 		$0 Sell
8
-436
-98% -$24.5K ﹤0.01% 447
2019
Q1 		$8 Buy
+444
New +$24.4K ﹤0.01% 334

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Joseph P. Lucia & Associates's BNDX Position: Q1 2020 in Review

Joseph P. Lucia & Associates sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2020, closing a stake of 8 shares.

Joseph P. Lucia & Associates first reported a position in BNDX in Q1 2019 and held it in 4 quarters. The position peaked at $8 in Q1 2019. 562 funds tracked by Wall St. Rank hold BNDX as of Q1 2020.

  • Joseph P. Lucia & Associates reported no remaining Vanguard Total International Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 8 Vanguard Total International Bond ETF shares in Q1 2020.
  • Joseph P. Lucia & Associates first reported a position in Vanguard Total International Bond ETF in Q1 2019 and held it in 4 quarters.
  • Joseph P. Lucia & Associates's Vanguard Total International Bond ETF position peaked at $8 in Q1 2019.
  • 562 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2020, filed 22 Apr 2020.