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Rooted Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Rooted Wealth Advisors’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
-2,843
Closed -$207K – 98
2024
Q2 		$207K Buy
+2,843
New +$204K 0.09% 84
2023
Q3 		– Sell
-3,161
Closed -$228K – 75
2023
Q2 		$228K Buy
3,161
+399
+14% +$29.2K 0.15% 71
2023
Q1 		$204K Buy
+2,762
New +$202K 0.15% 83

Other funds holding BND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Rooted Wealth Advisors's BND Position: Q3 2024 in Review

Rooted Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q3 2024, closing a stake of 2,843 shares — an estimated $207K sold.

Rooted Wealth Advisors first reported a position in BND in Q1 2023 and held it in 3 quarters. The position peaked at $228K in Q2 2023. 1,460 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • Rooted Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q3 2024 after selling out during the quarter.
  • Rooted Wealth Advisors sold 2,843 Vanguard Total Bond Market shares in Q3 2024, an estimated $207K.
  • Rooted Wealth Advisors first reported a position in Vanguard Total Bond Market in Q1 2023 and held it in 3 quarters.
  • Rooted Wealth Advisors's Vanguard Total Bond Market position peaked at $228K in Q2 2023.
  • 1,460 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Rooted Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.