Red Door Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Red Door Wealth Management’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 Q3	–	Sell	-3,810	Closed	-$275K	–	218
2024 Q2	$275K	Buy	+3,810	New	+$273K	0.05%	164
2022 Q1	–	Sell	-2,967	Closed	-$251K	–	142
2021 Q4	$251K	Buy	+2,967	New	+$253K	0.08%	145
2021 Q3	–	Sell	-822	Closed	-$70K	–	213
2021 Q2	$70K	Buy	+822	New	+$70.1K	0.03%	225
2020 Q3	–	Sell	-780	Closed	-$68K	–	140
2020 Q2	$68K	Buy	780 +4	+0.5%	+$350	0.05%	162
2020 Q1	$66K	Buy	+776	New	+$65.9K	0.06%	152

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

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

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

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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 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

Red Door Wealth Management's BND Position: Q3 2024 in Review

Red Door Wealth Management sold out of Vanguard Total Bond Market (BND) in Q3 2024, closing a stake of 3,810 shares — an estimated $275K sold.

Red Door Wealth Management first reported a position in BND in Q1 2020 and held it in 5 quarters. The position peaked at $275K in Q2 2024. 1,457 funds tracked by Wall St. Rank hold BND as of Q3 2024.

Red Door Wealth Management reported no remaining Vanguard Total Bond Market position as of Q3 2024 after selling out during the quarter.
Red Door Wealth Management sold 3,810 Vanguard Total Bond Market shares in Q3 2024, an estimated $275K.
Red Door Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2020 and held it in 5 quarters.
Red Door Wealth Management's Vanguard Total Bond Market position peaked at $275K in Q2 2024.
1,457 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Red Door Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.