Pettyjohn Wood & White’s Vanguard Total Bond Market BND Stock Holding History

Pettyjohn Wood & White’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-23,835	Closed	-$1.9M	–	164
2022 Q1	$1.9M	Sell	23,835 -808	-3%	-$66K	0.41%	60
2021 Q4	$2.09M	Sell	24,643 -16,218	-40%	-$1.38M	0.43%	59
2021 Q3	$3.49M	Sell	40,861 -171	-0.4%	-$14.8K	0.78%	45
2021 Q2	$3.52M	Sell	41,032 -2,095	-5%	-$179K	0.79%	44
2021 Q1	$3.65M	Sell	43,127 -497	-1%	-$42.9K	0.87%	41
2020 Q4	$3.85M	Buy	43,624 +41,234	+1,725%	+$3.63M	0.98%	37
2020 Q3	$211K	Buy	2,390 +6	+0.3%	+$532	0.06%	138
2020 Q2	$211K	Buy	2,384 +5	+0.2%	+$437	0.07%	135
2020 Q1	$203K	Sell	2,379 -143	-6%	-$12.1K	0.08%	128
2019 Q4	$211K	Buy	2,522 +10	+0.4%	+$841	0.06%	147
2019 Q3	$212K	Buy	+2,512	New	+$211K	0.06%	147
2018 Q4	–	Sell	-2,841	Closed	-$224K	–	140
2018 Q3	$224K	Sell	2,841 -7	-0.2%	-$553	0.07%	142
2018 Q2	$228K	Sell	2,848 -863	-23%	-$68.2K	0.08%	141
2018 Q1	$297K	Buy	3,711 +14	+0.4%	+$1.12K	0.11%	119
2017 Q4	$302K	Buy	+3,697	New	+$302K	0.11%	115
2013 Q3	–	Sell	-31,900	Closed	-$2.58M	–	98
2013 Q2	$2.58M	Buy	+31,900	New	+$2.65M	1.62%	20

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pettyjohn Wood & White's BND Position: Q2 2022 in Review

Pettyjohn Wood & White sold out of Vanguard Total Bond Market (BND) in Q2 2022, closing a stake of 23,835 shares — an estimated $1.9M sold.

Pettyjohn Wood & White first reported a position in BND in Q2 2013 and held it in 16 quarters. The position peaked at $3.85M in Q4 2020. 1,188 funds tracked by Wall St. Rank hold BND as of Q2 2022.

Pettyjohn Wood & White reported no remaining Vanguard Total Bond Market position as of Q2 2022 after selling out during the quarter.
Pettyjohn Wood & White sold 23,835 Vanguard Total Bond Market shares in Q2 2022, an estimated $1.9M.
Pettyjohn Wood & White first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 16 quarters.
Pettyjohn Wood & White's Vanguard Total Bond Market position peaked at $3.85M in Q4 2020.
1,188 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2022.

Based on Pettyjohn Wood & White's 13F filing for Q2 2022, filed 8 Aug 2022.