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Provence Wealth Management Group’s Vanguard Total Bond Market BND Stock Holding History

Provence Wealth Management Group’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
Q4 		$122K Hold
1,654
– – 0.07% 171
2023
Q3 		$115K Buy
+1,654
New +$118K 0.07% 162

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 22.96% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Provence Wealth Management Group's BND Position: Q4 2023 in Review

Provence Wealth Management Group held its Vanguard Total Bond Market (BND) position steady in Q4 2023 at 1,654 shares worth $122K. The position accounts for 0.07% of the portfolio, ranked #171.

Provence Wealth Management Group first reported a position in BND in Q3 2023 and has held it in 2 quarters since. 1,447 funds tracked by Wall St. Rank hold BND as of Q4 2023.

  • Provence Wealth Management Group held 1,654 shares of Vanguard Total Bond Market worth $122K as of Q4 2023.
  • Provence Wealth Management Group left its Vanguard Total Bond Market share count unchanged in Q4 2023.
  • Vanguard Total Bond Market made up 0.07% of Provence Wealth Management Group's portfolio in Q4 2023, its #171 holding.
  • Provence Wealth Management Group first reported a position in Vanguard Total Bond Market in Q3 2023 and has held it in 2 quarters since.
  • 1,447 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.