Legacy Capital Wealth Partners’s Vanguard Total International Bond ETF BNDX Stock Holding History

Legacy Capital Wealth Partners’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
2022 Q1	–	Sell	-67,739	Closed	-$3.74M	–	53
2021 Q4	$3.74M	Buy	67,739 +4,270	+7%	+$243K	1.54%	18
2021 Q3	$3.62M	Buy	63,469 +1,210	+2%	+$69.7K	1.41%	21
2021 Q2	$3.56M	Buy	62,259 +3,793	+6%	+$216K	1.92%	17
2021 Q1	$3.34M	Buy	58,466 +245	+0.4%	+$14.1K	1.38%	18
2020 Q4	$3.41M	Buy	+58,221	New	+$3.4M	1.46%	16

Other funds holding BNDX

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Capital Wealth Partners's BNDX Position: Q1 2022 in Review

Legacy Capital Wealth Partners sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2022, closing a stake of 67,739 shares — an estimated $3.74M sold.

Legacy Capital Wealth Partners first reported a position in BNDX in Q4 2020 and held it in 5 quarters. The position peaked at $3.74M in Q4 2021. 728 funds tracked by Wall St. Rank hold BNDX as of Q1 2022.

Legacy Capital Wealth Partners reported no remaining Vanguard Total International Bond ETF position as of Q1 2022 after selling out during the quarter.
Legacy Capital Wealth Partners sold 67,739 Vanguard Total International Bond ETF shares in Q1 2022, an estimated $3.74M.
Legacy Capital Wealth Partners first reported a position in Vanguard Total International Bond ETF in Q4 2020 and held it in 5 quarters.
Legacy Capital Wealth Partners's Vanguard Total International Bond ETF position peaked at $3.74M in Q4 2021.
728 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2022.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2022, filed 16 May 2022.