Lee Financial’s Vanguard Total International Bond ETF BNDX Stock Holding History

Lee Financial’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
2024 Q1	–	Sell	-594	Closed	-$29.3K	–	240
2023 Q4	$29.3K	Sell	594 -1,571	-73%	-$76.5K	0.01%	274
2023 Q3	$104K	Hold	2,165	–	–	0.02%	162
2023 Q2	$106K	Hold	2,165	–	–	0.02%	161
2023 Q1	$106K	Hold	2,165	–	–	0.02%	163
2022 Q4	$103K	Buy	+2,165	New	+$104K	0.02%	192

Other funds holding BNDX

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lee Financial's BNDX Position: Q1 2024 in Review

Lee Financial sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2024, closing a stake of 594 shares — an estimated $29.3K sold.

Lee Financial first reported a position in BNDX in Q4 2022 and held it in 5 quarters. The position peaked at $106K in Q1 2023. 841 funds tracked by Wall St. Rank hold BNDX as of Q1 2024.

Lee Financial reported no remaining Vanguard Total International Bond ETF position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 594 Vanguard Total International Bond ETF shares in Q1 2024, an estimated $29.3K.
Lee Financial first reported a position in Vanguard Total International Bond ETF in Q4 2022 and held it in 5 quarters.
Lee Financial's Vanguard Total International Bond ETF position peaked at $106K in Q1 2023.
841 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.