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Soundmark Wealth Management’s Vanguard Total World Bond ETF BNDW Stock Holding History

Soundmark Wealth Management’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
2021
Q4 		– Sell
-3,824
Closed -$305K – 61
2021
Q3 		$305K Buy
+3,824
New +$309K 0.11% 56
2021
Q2 		– Sell
-3,799
Closed -$303K – 67
2021
Q1 		$303K Buy
3,799
+9
+0.2% +$726 0.17% 52
2020
Q4 		$312K Buy
+3,790
New +$310K 0.2% 51

Other funds holding BNDW

LW
Libra Wealth Los Gatos, California $355M AUM 17.36% 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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Soundmark Wealth Management's BNDW Position: Q4 2021 in Review

Soundmark Wealth Management sold out of Vanguard Total World Bond ETF (BNDW) in Q4 2021, closing a stake of 3,824 shares — an estimated $305K sold.

Soundmark Wealth Management first reported a position in BNDW in Q4 2020 and held it in 3 quarters. The position peaked at $312K in Q4 2020. 82 funds tracked by Wall St. Rank hold BNDW as of Q4 2021.

  • Soundmark Wealth Management reported no remaining Vanguard Total World Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Soundmark Wealth Management sold 3,824 Vanguard Total World Bond ETF shares in Q4 2021, an estimated $305K.
  • Soundmark Wealth Management first reported a position in Vanguard Total World Bond ETF in Q4 2020 and held it in 3 quarters.
  • Soundmark Wealth Management's Vanguard Total World Bond ETF position peaked at $312K in Q4 2020.
  • 82 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q4 2021.

Based on Soundmark Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.