Laidlaw Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Laidlaw Wealth Management’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-17,923	Closed	-$1.25M	–	239
2023 Q3	$1.25M	Sell	17,923 -5,665	-24%	-$404K	0.41%	73
2023 Q2	$1.71M	Sell	23,588 -3,947	-14%	-$289K	0.34%	78
2023 Q1	$2.03M	Sell	27,535 -5,007	-15%	-$366K	0.42%	62
2022 Q4	$2.34M	Sell	32,542 -1,528	-4%	-$109K	0.5%	52
2022 Q3	$2.43M	Sell	34,070 -1,551	-4%	-$116K	0.57%	45
2022 Q2	$2.68M	Sell	35,621 -9,125	-20%	-$694K	0.55%	50
2022 Q1	$3.56M	Sell	44,746 -1,603	-3%	-$131K	0.59%	38
2021 Q4	$3.93M	Buy	+46,349	New	+$3.95M	0.63%	38
2021 Q1	–	Sell	-30,872	Closed	-$2.72M	–	233
2020 Q4	$2.72M	Buy	30,872 +27,852	+922%	+$2.45M	0.57%	45
2020 Q3	$266K	Buy	+3,020	New	+$268K	0.12%	167

Other funds holding BND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Laidlaw Wealth Management's BND Position: Q4 2023 in Review

Laidlaw Wealth Management sold out of Vanguard Total Bond Market (BND) in Q4 2023, closing a stake of 17,923 shares — an estimated $1.25M sold.

Laidlaw Wealth Management first reported a position in BND in Q3 2020 and held it in 10 quarters. The position peaked at $3.93M in Q4 2021. 1,446 funds tracked by Wall St. Rank hold BND as of Q4 2023.

Laidlaw Wealth Management reported no remaining Vanguard Total Bond Market position as of Q4 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 17,923 Vanguard Total Bond Market shares in Q4 2023, an estimated $1.25M.
Laidlaw Wealth Management first reported a position in Vanguard Total Bond Market in Q3 2020 and held it in 10 quarters.
Laidlaw Wealth Management's Vanguard Total Bond Market position peaked at $3.93M in Q4 2021.
1,446 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2023.

Based on Laidlaw Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.