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Legacy Financial Advisors’s Vanguard Total World Bond ETF BNDW Stock Holding History

Legacy Financial Advisors’s Portfolio BNDW Stock Details BNDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-8,530
Closed -$632K – 225
2022
Q1 		$632K Buy
8,530
+2,683
+46% +$204K 0.14% 77
2021
Q4 		$459K Sell
5,847
-1,755
-23% -$140K 0.11% 100
2021
Q3 		$607K Buy
7,602
+1,806
+31% +$146K 0.15% 64
2021
Q2 		$465K Buy
+5,796
New +$463K 0.12% 77

Other funds holding BNDW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COCM
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Legacy Financial Advisors's BNDW Position: Q2 2022 in Review

Legacy Financial Advisors sold out of Vanguard Total World Bond ETF (BNDW) in Q2 2022, closing a stake of 8,530 shares — an estimated $632K sold.

Legacy Financial Advisors first reported a position in BNDW in Q2 2021 and held it in 4 quarters. The position peaked at $632K in Q1 2022. 86 funds tracked by Wall St. Rank hold BNDW as of Q2 2022.

  • Legacy Financial Advisors reported no remaining Vanguard Total World Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Legacy Financial Advisors sold 8,530 Vanguard Total World Bond ETF shares in Q2 2022, an estimated $632K.
  • Legacy Financial Advisors first reported a position in Vanguard Total World Bond ETF in Q2 2021 and held it in 4 quarters.
  • Legacy Financial Advisors's Vanguard Total World Bond ETF position peaked at $632K in Q1 2022.
  • 86 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2022.

Based on Legacy Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.