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Legend Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

Legend Financial Advisors’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
2023
Q4 		– Sell
-2,900
Closed -$202K – 196
2023
Q3 		$202K Buy
+2,900
New +$207K 0.17% 38

Other funds holding BND

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Legend Financial Advisors's BND Position: Q4 2023 in Review

Legend Financial Advisors sold out of Vanguard Total Bond Market (BND) in Q4 2023, closing a stake of 2,900 shares — an estimated $202K sold.

Legend Financial Advisors first reported a position in BND in Q3 2023 and held it in 1 quarter. The position peaked at $202K in Q3 2023. 1,446 funds tracked by Wall St. Rank hold BND as of Q4 2023.

  • Legend Financial Advisors reported no remaining Vanguard Total Bond Market position as of Q4 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 2,900 Vanguard Total Bond Market shares in Q4 2023, an estimated $202K.
  • Legend Financial Advisors first reported a position in Vanguard Total Bond Market in Q3 2023 and held it in 1 quarter.
  • Legend Financial Advisors's Vanguard Total Bond Market position peaked at $202K in Q3 2023.
  • 1,446 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2023.

Based on Legend Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.