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Oliver Lagore Vanvalin Investment Group’s Vanguard Total World Bond ETF BNDW Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2024
Q4 		– Sell
-260
Closed -$18.4K – 692
2024
Q3 		$18.4K Hold
260
– – ﹤0.01% 351
2024
Q2 		$17.7K Hold
260
– – 0.01% 347
2024
Q1 		$17.8K Buy
260
+120
+86% +$8.21K 0.01% 352
2023
Q4 		$9.69K Buy
+140
New +$9.42K ﹤0.01% 414
2023
Q3 		– Sell
-71
Closed -$4.86K – 849
2023
Q2 		$4.86K Buy
+71
New +$4.87K ﹤0.01% 569

Other funds holding BNDW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AFO
Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's BNDW Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Vanguard Total World Bond ETF (BNDW) in Q4 2024, closing a stake of 260 shares — an estimated $18.4K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in BNDW in Q2 2023 and held it in 5 quarters. The position peaked at $18.4K in Q3 2024. 107 funds tracked by Wall St. Rank hold BNDW as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Vanguard Total World Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 260 Vanguard Total World Bond ETF shares in Q4 2024, an estimated $18.4K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Vanguard Total World Bond ETF in Q2 2023 and held it in 5 quarters.
  • Oliver Lagore Vanvalin Investment Group's Vanguard Total World Bond ETF position peaked at $18.4K in Q3 2024.
  • 107 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.