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

Laidlaw 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
2023 Q3	–	Sell	-4,333	Closed	-$212K	–	275
2023 Q2	$212K	Sell	4,333 -100	-2%	-$4.87K	0.04%	319
2023 Q1	$217K	Sell	4,433 -72	-2%	-$3.49K	0.04%	320
2022 Q4	$214K	Sell	4,505 -1,880	-29%	-$90.5K	0.05%	326
2022 Q3	$305K	Sell	6,385 -579	-8%	-$28.8K	0.07%	232
2022 Q2	$345K	Sell	6,964 -137	-2%	-$6.91K	0.07%	243
2022 Q1	$372K	Sell	7,101 -761	-10%	-$40.9K	0.06%	266
2021 Q4	$434K	Hold	7,862	–	–	0.07%	245
2021 Q3	$448K	Sell	7,862 -230	-3%	-$13.3K	0.11%	163
2021 Q2	$462K	Sell	8,092 -29	-0.4%	-$1.65K	0.12%	156
2021 Q1	$464K	Sell	8,121 -2,081	-20%	-$120K	0.16%	131
2020 Q4	$597K	Buy	+10,202	New	+$596K	0.13%	169

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Laidlaw Wealth Management's BNDX Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Vanguard Total International Bond ETF (BNDX) in Q3 2023, closing a stake of 4,333 shares — an estimated $212K sold.

Laidlaw Wealth Management first reported a position in BNDX in Q4 2020 and held it in 11 quarters. The position peaked at $597K in Q4 2020. 757 funds tracked by Wall St. Rank hold BNDX as of Q3 2023.

Laidlaw Wealth Management reported no remaining Vanguard Total International Bond ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 4,333 Vanguard Total International Bond ETF shares in Q3 2023, an estimated $212K.
Laidlaw Wealth Management first reported a position in Vanguard Total International Bond ETF in Q4 2020 and held it in 11 quarters.
Laidlaw Wealth Management's Vanguard Total International Bond ETF position peaked at $597K in Q4 2020.
757 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.