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

Legend Financial Advisors’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
2023
Q4 		– Sell
-1,866
Closed -$89.3K – 197
2023
Q3 		$89.3K Buy
+1,866
New +$90.3K 0.08% 54
2022
Q4 		– Sell
-126
Closed -$6.02K – 248
2022
Q3 		$6.02K Buy
+126
New +$6.26K 0.01% 175

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Legend Financial Advisors sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2023, closing a stake of 1,866 shares — an estimated $89.3K sold.

Legend Financial Advisors first reported a position in BNDX in Q3 2022 and held it in 2 quarters. The position peaked at $89.3K in Q3 2023. 833 funds tracked by Wall St. Rank hold BNDX as of Q4 2023.

  • Legend Financial Advisors reported no remaining Vanguard Total International Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 1,866 Vanguard Total International Bond ETF shares in Q4 2023, an estimated $89.3K.
  • Legend Financial Advisors first reported a position in Vanguard Total International Bond ETF in Q3 2022 and held it in 2 quarters.
  • Legend Financial Advisors's Vanguard Total International Bond ETF position peaked at $89.3K in Q3 2023.
  • 833 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2023.

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