Mosaic Family Wealth’s Vanguard Total International Bond ETF BNDX Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-35	Closed	-$2K	–	220
2019 Q1	$2K	Hold	35	–	–	﹤0.01%	637
2018 Q4	$2K	Buy	35 +1	+3%	+$55	﹤0.01%	593
2018 Q3	$2K	Sell	34 -11	-24%	-$602	﹤0.01%	599
2018 Q2	$2K	Buy	45 +1	+2%	+$55	﹤0.01%	631
2018 Q1	$2K	Hold	44	–	–	﹤0.01%	624
2017 Q4	$2K	Hold	44	–	–	﹤0.01%	641
2017 Q3	$2K	Hold	44	–	–	﹤0.01%	827
2017 Q2	$2K	Buy	44 +1	+2%	+$55	﹤0.01%	670
2017 Q1	$2K	Sell	43 -22	-34%	-$1.19K	﹤0.01%	678
2016 Q4	$4K	Sell	65 -55	-46%	-$3.02K	﹤0.01%	578
2016 Q3	$7K	Sell	120 -307	-72%	-$17.2K	﹤0.01%	541
2016 Q2	$24K	Buy	427 +2	+0.5%	+$109	0.01%	419
2016 Q1	$23K	Hold	425	–	–	0.01%	417
2015 Q4	$22K	Buy	+425	New	+$22.5K	0.01%	432

Other funds holding BNDX

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Mosaic Family Wealth's BNDX Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Vanguard Total International Bond ETF (BNDX) in Q2 2019, closing a stake of 35 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in BNDX in Q4 2015 and held it in 14 quarters. The position peaked at $24K in Q2 2016. 473 funds tracked by Wall St. Rank hold BNDX as of Q2 2019.

Mosaic Family Wealth reported no remaining Vanguard Total International Bond ETF position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 35 Vanguard Total International Bond ETF shares in Q2 2019, an estimated $2K.
Mosaic Family Wealth first reported a position in Vanguard Total International Bond ETF in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Vanguard Total International Bond ETF position peaked at $24K in Q2 2016.
473 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.