Resurgent Financial Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History

Resurgent Financial Advisors’s Portfolio BNDX Stock Details BNDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-863	Closed	-$42.6K	–	235
2023 Q4	$42.6K	Sell	863 -3,130	-78%	-$152K	0.03%	365
2023 Q3	$191K	Buy	3,993 +56	+1%	+$2.71K	0.13%	153
2023 Q2	$192K	Buy	3,937 +11	+0.3%	+$536	0.13%	149
2023 Q1	$192K	Buy	3,926 +660	+20%	+$32K	0.13%	153
2022 Q4	$155K	Buy	+3,266	New	+$157K	0.08%	237

Other funds holding BNDX

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

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

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Resurgent Financial Advisors's BNDX Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2024, closing a stake of 863 shares — an estimated $42.6K sold.

Resurgent Financial Advisors first reported a position in BNDX in Q4 2022 and held it in 5 quarters. The position peaked at $192K in Q2 2023. 837 funds tracked by Wall St. Rank hold BNDX as of Q1 2024.

Resurgent Financial Advisors reported no remaining Vanguard Total International Bond ETF position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 863 Vanguard Total International Bond ETF shares in Q1 2024, an estimated $42.6K.
Resurgent Financial Advisors first reported a position in Vanguard Total International Bond ETF in Q4 2022 and held it in 5 quarters.
Resurgent Financial Advisors's Vanguard Total International Bond ETF position peaked at $192K in Q2 2023.
837 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.