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Retirement Planning Group (Kansas)’s Vanguard Total World Bond ETF BNDW Stock Holding History

Retirement Planning Group (Kansas)’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
-61,966
Closed -$4.59M – 116
2022
Q1 		$4.59M Sell
61,966
-46,020
-43% -$3.5M 0.5% 21
2021
Q4 		$8.47M Sell
107,986
-1,918
-2% -$153K 0.82% 17
2021
Q3 		$8.78M Sell
109,904
-803
-0.7% -$64.8K 1% 16
2021
Q2 		$8.88M Sell
110,707
-3,371
-3% -$269K 1.02% 16
2021
Q1 		$9.09M Sell
114,078
-3,624
-3% -$292K 1.25% 15
2020
Q4 		$9.68M Sell
117,702
-6,598
-5% -$540K 1.4% 15
2020
Q3 		$10.2M Sell
124,300
-206,596
-62% -$16.9M 1.66% 15
2020
Q2 		$27M Sell
330,896
-296,007
-47% -$23.9M 4.96% 6
2020
Q1 		$49.8M Sell
626,903
-17,392
-3% -$1.38M 11.89% 2
2019
Q4 		$50.7M Buy
644,295
+27,154
+4% +$2.17M 10.08% 3
2019
Q3 		$49.6M Buy
617,141
+32,069
+5% +$2.56M 10.51% 2
2019
Q2 		$46.1M Buy
585,072
+28,687
+5% +$2.22M 10.45% 2
2019
Q1 		$42.8M Buy
556,385
+76,529
+16% +$5.78M 10.32% 2
2018
Q4 		$35.9M Buy
+479,856
New +$35.8M 9.59% 3

Other funds holding BNDW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
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
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Retirement Planning Group (Kansas)'s BNDW Position: Q2 2022 in Review

Retirement Planning Group (Kansas) sold out of Vanguard Total World Bond ETF (BNDW) in Q2 2022, closing a stake of 61,966 shares — an estimated $4.59M sold.

Retirement Planning Group (Kansas) first reported a position in BNDW in Q4 2018 and held it in 14 quarters. The position peaked at $50.7M in Q4 2019. 86 funds tracked by Wall St. Rank hold BNDW as of Q2 2022.

  • Retirement Planning Group (Kansas) reported no remaining Vanguard Total World Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 61,966 Vanguard Total World Bond ETF shares in Q2 2022, an estimated $4.59M.
  • Retirement Planning Group (Kansas) first reported a position in Vanguard Total World Bond ETF in Q4 2018 and held it in 14 quarters.
  • Retirement Planning Group (Kansas)'s Vanguard Total World Bond ETF position peaked at $50.7M in Q4 2019.
  • 86 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2022.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2022, filed 13 Jul 2022.