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RPg Family Wealth Advisory’s Vanguard Total International Bond ETF BNDX Stock Holding History

RPg Family Wealth Advisory’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
2016
Q3 		– Sell
-716
Closed -$39.9K – 247
2016
Q2 		$39.9K Buy
+716
New +$39.2K 0.02% 141
2016
Q1 		– Sell
-469
Closed -$24.8K – 256
2015
Q4 		$24.8K Buy
+469
New +$24.9K 0.02% 133

Other funds holding BNDX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RPg Family Wealth Advisory's BNDX Position: Q3 2016 in Review

RPg Family Wealth Advisory sold out of Vanguard Total International Bond ETF (BNDX) in Q3 2016, closing a stake of 716 shares — an estimated $39.9K sold.

RPg Family Wealth Advisory first reported a position in BNDX in Q4 2015 and held it in 2 quarters. The position peaked at $39.9K in Q2 2016. 241 funds tracked by Wall St. Rank hold BNDX as of Q3 2016.

  • RPg Family Wealth Advisory reported no remaining Vanguard Total International Bond ETF position as of Q3 2016 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 716 Vanguard Total International Bond ETF shares in Q3 2016, an estimated $39.9K.
  • RPg Family Wealth Advisory first reported a position in Vanguard Total International Bond ETF in Q4 2015 and held it in 2 quarters.
  • RPg Family Wealth Advisory's Vanguard Total International Bond ETF position peaked at $39.9K in Q2 2016.
  • 241 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2016.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2016, filed 14 Nov 2016.