Platte River Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Platte River Wealth Advisors’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 Q1	–	Sell	-3,202	Closed	-$236K	–	93
2023 Q4	$236K	Sell	3,202 -11,712	-79%	-$827K	0.08%	92
2023 Q3	$1.04M	Buy	14,914 +1,444	+11%	+$103K	0.38%	46
2023 Q2	$979K	Sell	13,470 -223	-2%	-$16.3K	0.34%	49
2023 Q1	$1.01M	Sell	13,693 -4,823	-26%	-$353K	0.39%	46
2022 Q4	$1.33M	Sell	18,516 -995	-5%	-$71.3K	0.56%	35
2022 Q3	$1.39M	Buy	19,511 +3,216	+20%	+$241K	0.62%	32
2022 Q2	$1.23M	Buy	+16,295	New	+$1.24M	0.53%	35
2019 Q4	$413K	Buy	+4,825	New	+$406K	0.22%	99

Other funds holding BND

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

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Platte River Wealth Advisors's BND Position: Q1 2024 in Review

Platte River Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q1 2024, closing a stake of 3,202 shares — an estimated $236K sold.

Platte River Wealth Advisors first reported a position in BND in Q4 2019 and held it in 8 quarters. The position peaked at $1.39M in Q3 2022. 1,424 funds tracked by Wall St. Rank hold BND as of Q1 2024.

Platte River Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q1 2024 after selling out during the quarter.
Platte River Wealth Advisors sold 3,202 Vanguard Total Bond Market shares in Q1 2024, an estimated $236K.
Platte River Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2019 and held it in 8 quarters.
Platte River Wealth Advisors's Vanguard Total Bond Market position peaked at $1.39M in Q3 2022.
1,424 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Platte River Wealth Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.