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PrairieView Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

PrairieView Wealth Partners’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
-3,143
Closed -$231K – 18
2023
Q4 		$231K Buy
+3,143
New +$222K 0.23% 17

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JP Morgan Chase
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Creative Planning
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $374B AUM 17.66% 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

PrairieView Wealth Partners's BND Position: Q1 2024 in Review

PrairieView Wealth Partners sold out of Vanguard Total Bond Market (BND) in Q1 2024, closing a stake of 3,143 shares — an estimated $231K sold.

PrairieView Wealth Partners first reported a position in BND in Q4 2023 and held it in 1 quarter. The position peaked at $231K in Q4 2023. 1,423 funds tracked by Wall St. Rank hold BND as of Q1 2024.

  • PrairieView Wealth Partners reported no remaining Vanguard Total Bond Market position as of Q1 2024 after selling out during the quarter.
  • PrairieView Wealth Partners sold 3,143 Vanguard Total Bond Market shares in Q1 2024, an estimated $231K.
  • PrairieView Wealth Partners first reported a position in Vanguard Total Bond Market in Q4 2023 and held it in 1 quarter.
  • PrairieView Wealth Partners's Vanguard Total Bond Market position peaked at $231K in Q4 2023.
  • 1,423 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on PrairieView Wealth Partners's 13F filing for Q1 2024, filed 3 Apr 2024.