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Planning Center Inc’s Vanguard Total Bond Market BND Stock Holding History

Planning Center Inc’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
2023
Q3 		– Sell
-4,161
Closed -$302K – 64
2023
Q2 		$302K Buy
+4,161
New +$305K 0.08% 48

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Planning Center Inc's BND Position: Q3 2023 in Review

Planning Center Inc sold out of Vanguard Total Bond Market (BND) in Q3 2023, closing a stake of 4,161 shares — an estimated $302K sold.

Planning Center Inc first reported a position in BND in Q2 2023 and held it in 1 quarter. The position peaked at $302K in Q2 2023. 1,277 funds tracked by Wall St. Rank hold BND as of Q3 2023.

  • Planning Center Inc reported no remaining Vanguard Total Bond Market position as of Q3 2023 after selling out during the quarter.
  • Planning Center Inc sold 4,161 Vanguard Total Bond Market shares in Q3 2023, an estimated $302K.
  • Planning Center Inc first reported a position in Vanguard Total Bond Market in Q2 2023 and held it in 1 quarter.
  • Planning Center Inc's Vanguard Total Bond Market position peaked at $302K in Q2 2023.
  • 1,277 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2023.

Based on Planning Center Inc's 13F filing for Q3 2023, filed 26 Oct 2023.