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Laurel Wealth Advisors (California)’s Vanguard Total Bond Market BND Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q3 		– Sell
-8,897
Closed -$670K – 623
2022
Q2 		$670K Buy
8,897
+3,835
+76% +$292K 0.07% 290
2022
Q1 		$403K Buy
5,062
+998
+25% +$81.5K 0.03% 490
2021
Q4 		$345K Buy
4,064
+1,157
+40% +$98.5K 0.03% 572
2021
Q3 		$248K Sell
2,907
-1,836
-39% -$159K 0.05% 384
2021
Q2 		$407K Sell
4,743
-63
-1% -$5.37K 0.05% 323
2021
Q1 		$407K Sell
4,806
-5,566
-54% -$480K 0.06% 290
2020
Q4 		$915K Buy
10,372
+492
+5% +$43.3K 0.13% 167
2020
Q3 		$872K Buy
9,880
+1,590
+19% +$141K 0.14% 155
2020
Q2 		$733K Buy
8,290
+5,007
+153% +$438K 0.13% 166
2020
Q1 		$280K Sell
3,283
-2,714
-45% -$231K 0.06% 287
2019
Q4 		$503K Sell
5,997
-63
-1% -$5.3K 0.08% 249
2019
Q3 		$511K Buy
6,060
+577
+11% +$48.4K 0.09% 242
2019
Q2 		$456K Sell
5,483
-28
-0.5% -$2.28K 0.1% 226
2019
Q1 		$447K Sell
5,511
-357
-6% -$28.5K 0.11% 205
2018
Q4 		$464K Buy
5,868
+1,745
+42% +$136K 0.14% 174
2018
Q3 		$324K Buy
4,123
+667
+19% +$52.7K 0.08% 264
2018
Q2 		$273K Sell
3,456
-1,776
-34% -$140K 0.07% 283
2018
Q1 		$418K Sell
5,232
-9,101
-63% -$729K 0.13% 192
2017
Q4 		$1.17M Sell
14,333
-1,023
-7% -$83.6K 0.34% 82
2017
Q3 		$1.26M Sell
15,356
-616
-4% -$50.5K 0.42% 74
2017
Q2 		$1.31M Sell
15,972
-1,978
-11% -$162K 0.46% 65
2017
Q1 		$1.46M Sell
17,950
-225
-1% -$18.2K 0.56% 51
2016
Q4 		$1.47M Sell
18,175
-614
-3% -$50.3K 0.65% 40
2016
Q3 		$1.58M Buy
18,789
+3,981
+27% +$335K 0.75% 33
2016
Q2 		$1.25M Buy
+14,808
New +$1.23M 0.6% 42

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Laurel Wealth Advisors (California)'s BND Position: Q3 2022 in Review

Laurel Wealth Advisors (California) sold out of Vanguard Total Bond Market (BND) in Q3 2022, closing a stake of 8,897 shares — an estimated $670K sold.

Laurel Wealth Advisors (California) first reported a position in BND in Q2 2016 and held it in 25 quarters. The position peaked at $1.58M in Q3 2016. 1,147 funds tracked by Wall St. Rank hold BND as of Q3 2022.

  • Laurel Wealth Advisors (California) reported no remaining Vanguard Total Bond Market position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 8,897 Vanguard Total Bond Market shares in Q3 2022, an estimated $670K.
  • Laurel Wealth Advisors (California) first reported a position in Vanguard Total Bond Market in Q2 2016 and held it in 25 quarters.
  • Laurel Wealth Advisors (California)'s Vanguard Total Bond Market position peaked at $1.58M in Q3 2016.
  • 1,147 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2022, filed 14 Nov 2022.