Laurie J. Hall Trustee’s Vanguard Total Bond Market BND Stock Holding History

Laurie J. Hall Trustee’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
2015 Q4	–	Sell	-16,000	Closed	-$1.31M	–	210
2015 Q3	$1.31M	Hold	16,000	–	–	1.05%	31
2015 Q2	$1.3M	Hold	16,000	–	–	0.95%	34
2015 Q1	$1.33M	Hold	16,000	–	–	0.97%	33
2014 Q4	$1.32M	Hold	16,000	–	–	0.94%	33
2014 Q3	$1.31M	Hold	16,000	–	–	0.99%	33
2014 Q2	$1.32M	Hold	16,000	–	–	0.99%	35
2014 Q1	$1.3M	Hold	16,000	–	–	1%	34
2013 Q4	$1.28M	Hold	16,000	–	–	0.99%	34
2013 Q3	$1.29M	Hold	16,000	–	–	1.09%	33
2013 Q2	$1.29M	Buy	+16,000	New	+$1.33M	1.14%	30

Other funds holding BND

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Laurie J. Hall Trustee's BND Position: Q4 2015 in Review

Laurie J. Hall Trustee sold out of Vanguard Total Bond Market (BND) in Q4 2015, closing a stake of 16,000 shares — an estimated $1.31M sold.

Laurie J. Hall Trustee first reported a position in BND in Q2 2013 and held it in 10 quarters. The position peaked at $1.33M in Q1 2015. 473 funds tracked by Wall St. Rank hold BND as of Q4 2015.

Laurie J. Hall Trustee reported no remaining Vanguard Total Bond Market position as of Q4 2015 after selling out during the quarter.
Laurie J. Hall Trustee sold 16,000 Vanguard Total Bond Market shares in Q4 2015, an estimated $1.31M.
Laurie J. Hall Trustee first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 10 quarters.
Laurie J. Hall Trustee's Vanguard Total Bond Market position peaked at $1.33M in Q1 2015.
473 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2015.

Based on Laurie J. Hall Trustee's 13F filing for Q4 2015, filed 19 Feb 2016.