RDA Financial Network’s Vanguard Total World Bond ETF BNDW Stock Holding History

RDA Financial Network’s Portfolio BNDW Stock Details BNDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,862	Closed	-$286K	–	216
2022 Q1	$286K	Sell	3,862 -330	-8%	-$25.1K	0.12%	167
2021 Q4	$329K	Sell	4,192 -11,340	-73%	-$903K	0.13%	162
2021 Q3	$1.24M	Buy	15,532 +1,461	+10%	+$118K	0.55%	55
2021 Q2	$1.13M	Buy	14,071 +393	+3%	+$31.4K	0.5%	60
2021 Q1	$1.09M	Buy	13,678 +1,449	+12%	+$117K	0.47%	63
2020 Q4	$1M	Buy	12,229 +1,257	+11%	+$103K	0.45%	59
2020 Q3	$898K	Buy	10,972 +7,349	+203%	+$602K	0.41%	66
2020 Q2	$295K	Buy	+3,623	New	+$292K	0.15%	150

Other funds holding BNDW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COCM

Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

RDA Financial Network's BNDW Position: Q2 2022 in Review

RDA Financial Network sold out of Vanguard Total World Bond ETF (BNDW) in Q2 2022, closing a stake of 3,862 shares — an estimated $286K sold.

RDA Financial Network first reported a position in BNDW in Q2 2020 and held it in 8 quarters. The position peaked at $1.24M in Q3 2021. 86 funds tracked by Wall St. Rank hold BNDW as of Q2 2022.

RDA Financial Network reported no remaining Vanguard Total World Bond ETF position as of Q2 2022 after selling out during the quarter.
RDA Financial Network sold 3,862 Vanguard Total World Bond ETF shares in Q2 2022, an estimated $286K.
RDA Financial Network first reported a position in Vanguard Total World Bond ETF in Q2 2020 and held it in 8 quarters.
RDA Financial Network's Vanguard Total World Bond ETF position peaked at $1.24M in Q3 2021.
86 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2022.

Based on RDA Financial Network's 13F filing for Q2 2022, filed 13 Jul 2022.