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Paulson Wealth Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

Paulson Wealth Management’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
2021
Q4 		– Sell
-93,136
Closed -$5.3M – 93
2021
Q3 		$5.3M Buy
93,136
+16,348
+21% +$942K 2.52% 11
2021
Q2 		$4.38M Buy
76,788
+492
+0.6% +$28K 2.12% 11
2021
Q1 		$4.37M Buy
76,296
+1,442
+2% +$83.2K 2.17% 11
2020
Q4 		$4.38M Buy
74,854
+11,468
+18% +$670K 2.55% 10
2020
Q3 		$3.69M Buy
63,386
+1,337
+2% +$77.5K 2.38% 11
2020
Q2 		$3.58M Buy
62,049
+3,897
+7% +$223K 2.51% 10
2020
Q1 		$3.3M Buy
58,152
+376
+0.7% +$21.5K 2.53% 12
2019
Q4 		$3.28M Buy
57,776
+3,220
+6% +$187K 2.32% 8
2019
Q3 		$3.21M Sell
54,556
-457
-0.8% -$26.7K 2.42% 11
2019
Q2 		$3.18M Buy
55,013
+9,505
+21% +$534K 2.37% 9
2019
Q1 		$2.54M Buy
45,508
+4,213
+10% +$231K 1.92% 11
2018
Q4 		$2.25M Sell
41,295
-1,497
-3% -$81.7K 1.86% 11
2018
Q3 		$2.33M Buy
42,792
+415
+1% +$22.7K 2.09% 8
2018
Q2 		$2.32M Sell
42,377
-32
-0.1% -$1.74K 2.29% 9
2018
Q1 		$2.32M Buy
42,409
+7,241
+21% +$393K 2.31% 8
2017
Q4 		$1.91M Buy
+35,168
New +$1.93M 1.68% 10

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Paulson Wealth Management's BNDX Position: Q4 2021 in Review

Paulson Wealth Management sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2021, closing a stake of 93,136 shares — an estimated $5.3M sold.

Paulson Wealth Management first reported a position in BNDX in Q4 2017 and held it in 16 quarters. The position peaked at $5.3M in Q3 2021. 751 funds tracked by Wall St. Rank hold BNDX as of Q4 2021.

  • Paulson Wealth Management reported no remaining Vanguard Total International Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Paulson Wealth Management sold 93,136 Vanguard Total International Bond ETF shares in Q4 2021, an estimated $5.3M.
  • Paulson Wealth Management first reported a position in Vanguard Total International Bond ETF in Q4 2017 and held it in 16 quarters.
  • Paulson Wealth Management's Vanguard Total International Bond ETF position peaked at $5.3M in Q3 2021.
  • 751 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2021.

Based on Paulson Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.