Smith Salley Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Smith Salley Wealth Management’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
2022 Q2	–	Sell	-17,518	Closed	-$1.39M	–	229
2022 Q1	$1.39M	Sell	17,518 -1,249	-7%	-$102K	0.11%	120
2021 Q4	$1.59M	Sell	18,767 -1,057	-5%	-$90K	0.11%	123
2021 Q3	$1.69M	Buy	19,824 +630	+3%	+$54.4K	0.13%	113
2021 Q2	$1.65M	Sell	19,194 -365	-2%	-$31.1K	0.13%	110
2021 Q1	$1.66M	Buy	19,559 +2,188	+13%	+$189K	0.15%	97
2020 Q4	$1.53M	Buy	+17,371	New	+$1.53M	0.16%	95

Other funds holding BND

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Smith Salley Wealth Management's BND Position: Q2 2022 in Review

Smith Salley Wealth Management sold out of Vanguard Total Bond Market (BND) in Q2 2022, closing a stake of 17,518 shares — an estimated $1.39M sold.

Smith Salley Wealth Management first reported a position in BND in Q4 2020 and held it in 6 quarters. The position peaked at $1.69M in Q3 2021. 1,188 funds tracked by Wall St. Rank hold BND as of Q2 2022.

Smith Salley Wealth Management reported no remaining Vanguard Total Bond Market position as of Q2 2022 after selling out during the quarter.
Smith Salley Wealth Management sold 17,518 Vanguard Total Bond Market shares in Q2 2022, an estimated $1.39M.
Smith Salley Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2020 and held it in 6 quarters.
Smith Salley Wealth Management's Vanguard Total Bond Market position peaked at $1.69M in Q3 2021.
1,188 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2022.

Based on Smith Salley Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.