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Planning Capital Management Corporation’s Vanguard Total Bond Market BND Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$15K Hold
200
– – 0.01% 365
2024
Q2 		$14.4K Hold
200
– – 0.01% 352
2024
Q1 		$14.5K Hold
200
– – 0.01% 358
2023
Q4 		$14.7K Buy
+200
New +$14.1K 0.01% 361

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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Planning Capital Management Corporation's BND Position: Q3 2024 in Review

Planning Capital Management Corporation held its Vanguard Total Bond Market (BND) position steady in Q3 2024 at 200 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #365.

Planning Capital Management Corporation first reported a position in BND in Q4 2023 and has held it in 4 quarters since. 1,458 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • Planning Capital Management Corporation held 200 shares of Vanguard Total Bond Market worth $15K as of Q3 2024.
  • Planning Capital Management Corporation left its Vanguard Total Bond Market share count unchanged in Q3 2024.
  • Vanguard Total Bond Market made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #365 holding.
  • Planning Capital Management Corporation first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 4 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.