KWA
BNDW icon

Kellett Wealth Advisors’s Vanguard Total World Bond ETF BNDW Stock Holding History

Kellett Wealth Advisors’s Portfolio BNDW Stock Details BNDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,251
Closed -$334K – 68
2021
Q4 		$334K Buy
+4,251
New +$338K 0.26% 40

Other funds holding BNDW

LW
Libra Wealth Los Gatos, California $355M AUM 17.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COCM
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Kellett Wealth Advisors's BNDW Position: Q1 2022 in Review

Kellett Wealth Advisors sold out of Vanguard Total World Bond ETF (BNDW) in Q1 2022, closing a stake of 4,251 shares — an estimated $334K sold.

Kellett Wealth Advisors first reported a position in BNDW in Q4 2021 and held it in 1 quarter. The position peaked at $334K in Q4 2021. 75 funds tracked by Wall St. Rank hold BNDW as of Q1 2022.

  • Kellett Wealth Advisors reported no remaining Vanguard Total World Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Kellett Wealth Advisors sold 4,251 Vanguard Total World Bond ETF shares in Q1 2022, an estimated $334K.
  • Kellett Wealth Advisors first reported a position in Vanguard Total World Bond ETF in Q4 2021 and held it in 1 quarter.
  • Kellett Wealth Advisors's Vanguard Total World Bond ETF position peaked at $334K in Q4 2021.
  • 75 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q1 2022.

Based on Kellett Wealth Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.