Sargent Bickham Lagudis’s Vanguard Total World Bond ETF BNDW Stock Holding History

Sargent Bickham Lagudis’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 Q4	$2.07M	Buy	30,870 +8,071	+35%	+$544K	0.17%	104
2022 Q3	$1.53M	Buy	22,799 +8,737	+62%	+$612K	0.14%	115
2022 Q2	$987K	Buy	+14,062	New	+$1M	0.09%	135
2022 Q1	–	Sell	-1,187	Closed	-$93K	–	962
2021 Q4	$93K	Hold	1,187	–	–	0.01%	342
2021 Q3	$95K	Hold	1,187	–	–	0.01%	341
2021 Q2	$95K	Sell	1,187 -113	-9%	-$9.02K	0.01%	350
2021 Q1	$104K	Hold	1,300	–	–	0.01%	329
2020 Q4	$107K	Hold	1,300	–	–	0.01%	321
2020 Q3	$106K	Buy	+1,300	New	+$106K	0.01%	285

Other funds holding BNDW

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

COCM

Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Sargent Bickham Lagudis's BNDW Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Vanguard Total World Bond ETF (BNDW) stake by 35% in Q4 2022, buying an estimated $544K and bringing the position to 30,870 shares worth $2.07M. The position accounts for 0.17% of the portfolio, ranked #104.

Sargent Bickham Lagudis first reported a position in BNDW in Q3 2020 and has held it in 9 quarters since. 93 funds tracked by Wall St. Rank hold BNDW as of Q4 2022.

Sargent Bickham Lagudis held 30,870 shares of Vanguard Total World Bond ETF worth $2.07M as of Q4 2022.
Sargent Bickham Lagudis bought 8,071 Vanguard Total World Bond ETF shares in Q4 2022, an estimated $544K.
Vanguard Total World Bond ETF made up 0.17% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #104 holding.
Sargent Bickham Lagudis first reported a position in Vanguard Total World Bond ETF in Q3 2020 and has held it in 9 quarters since.
93 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.