Moseley Investment Management’s Vanguard Total World Bond ETF BNDW Stock Holding History

Moseley Investment Management’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	-3,245	Closed	-$228K	–	144
2022 Q2	$228K	Sell	3,245 -274	-8%	-$19.5K	0.16%	138
2022 Q1	$261K	Sell	3,519 -3,568	-50%	-$271K	0.14%	148
2021 Q4	$556K	Sell	7,087 -42,054	-86%	-$3.35M	0.25%	101
2021 Q3	$3.93M	Sell	49,141 -10,185	-17%	-$822K	1.96%	6
2021 Q2	$4.76M	Sell	59,326 -3,932	-6%	-$314K	2.34%	5
2021 Q1	$5.04M	Buy	63,258 +6,276	+11%	+$507K	2.79%	4
2020 Q4	$4.68M	Buy	56,982 +9,608	+20%	+$787K	2.72%	4
2020 Q3	$3.88M	Buy	47,374 +9,378	+25%	+$768K	2.76%	5
2020 Q2	$3.1M	Buy	37,996 +2,723	+8%	+$220K	2.57%	5
2020 Q1	$2.8M	Buy	35,273 +4,179	+13%	+$332K	3.29%	5
2019 Q4	$2.44M	Buy	+31,094	New	+$2.48M	2.4%	6

Other funds holding BNDW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

COCM

Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Moseley Investment Management's BNDW Position: Q3 2022 in Review

Moseley Investment Management sold out of Vanguard Total World Bond ETF (BNDW) in Q3 2022, closing a stake of 3,245 shares — an estimated $228K sold.

Moseley Investment Management first reported a position in BNDW in Q4 2019 and held it in 11 quarters. The position peaked at $5.04M in Q1 2021. 77 funds tracked by Wall St. Rank hold BNDW as of Q3 2022.

Moseley Investment Management reported no remaining Vanguard Total World Bond ETF position as of Q3 2022 after selling out during the quarter.
Moseley Investment Management sold 3,245 Vanguard Total World Bond ETF shares in Q3 2022, an estimated $228K.
Moseley Investment Management first reported a position in Vanguard Total World Bond ETF in Q4 2019 and held it in 11 quarters.
Moseley Investment Management's Vanguard Total World Bond ETF position peaked at $5.04M in Q1 2021.
77 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q3 2022.

Based on Moseley Investment Management's 13F filing for Q3 2022, filed 13 Oct 2022.