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

Sutton 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
2023 Q3	$10.2K	Buy	147 +2	+1%	+$143	0.01%	462
2023 Q2	$10.6K	Buy	145 +1	+0.7%	+$73	0.01%	448
2023 Q1	$10.7K	Hold	144	–	–	0.01%	412
2022 Q4	$10.3K	Buy	144 +2	+1%	+$143	﹤0.01%	934
2022 Q3	$10.1K	Buy	142 +1	+0.7%	+$75	﹤0.01%	881
2022 Q2	$10.6K	Sell	141 -92	-39%	-$7K	﹤0.01%	885
2022 Q1	$18.5K	Buy	233 +1	+0.4%	+$82	0.01%	734
2021 Q4	$19.7K	Sell	232 -57	-20%	-$4.86K	0.01%	701
2021 Q3	$24.7K	Buy	+289	New	+$24.9K	0.01%	630
2018 Q4	–	Sell	-1,369	Closed	-$108K	–	1140
2018 Q3	$108K	Buy	+1,369	New	+$108K	0.07%	191

Other funds holding BND

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

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

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

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Sutton Wealth Advisors's BND Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 1.4% in Q3 2023, buying an estimated $143 and bringing the position to 147 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #462.

Sutton Wealth Advisors first reported a position in BND in Q3 2018 and has held it in 10 quarters since. The position peaked at $108K in Q3 2018. 1,277 funds tracked by Wall St. Rank hold BND as of Q3 2023.

Sutton Wealth Advisors held 147 shares of Vanguard Total Bond Market worth $10.2K as of Q3 2023.
Sutton Wealth Advisors bought 2 Vanguard Total Bond Market shares in Q3 2023, an estimated $143.
Vanguard Total Bond Market made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #462 holding.
Sutton Wealth Advisors first reported a position in Vanguard Total Bond Market in Q3 2018 and has held it in 10 quarters since.
Sutton Wealth Advisors's Vanguard Total Bond Market position peaked at $108K in Q3 2018.
1,277 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.