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PWM
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
New York
$1.47T AUM
27.86%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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