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Life Planning Partners’s Vanguard Total World Bond ETF BNDW Stock Holding History

Life Planning Partners’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
Q3 		– Sell
-12
Closed -$1K – 188
2022
Q2 		$1K Buy
+12
New +$854 ﹤0.01% 168

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COCM
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Life Planning Partners's BNDW Position: Q3 2022 in Review

Life Planning Partners sold out of Vanguard Total World Bond ETF (BNDW) in Q3 2022, closing a stake of 12 shares — an estimated $1K sold.

Life Planning Partners first reported a position in BNDW in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 77 funds tracked by Wall St. Rank hold BNDW as of Q3 2022.

  • Life Planning Partners reported no remaining Vanguard Total World Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Life Planning Partners sold 12 Vanguard Total World Bond ETF shares in Q3 2022, an estimated $1K.
  • Life Planning Partners first reported a position in Vanguard Total World Bond ETF in Q2 2022 and held it in 1 quarter.
  • Life Planning Partners's Vanguard Total World Bond ETF position peaked at $1K in Q2 2022.
  • 77 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q3 2022.

Based on Life Planning Partners's 13F filing for Q3 2022, filed 13 Oct 2022.