TCWP’s Vanguard Total International Bond ETF BNDX Stock Holding History

TCWP’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
2022 Q3	–	Sell	-4,198	Closed	-$207K	–	269
2022 Q2	$207K	Sell	4,198 -1,696	-29%	-$85.6K	0.04%	252
2022 Q1	$309K	Sell	5,894 -4,034	-41%	-$217K	0.06%	215
2021 Q4	$547K	Buy	+9,928	New	+$564K	0.11%	139

Other funds holding BNDX

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TCWP's BNDX Position: Q3 2022 in Review

TCWP sold out of Vanguard Total International Bond ETF (BNDX) in Q3 2022, closing a stake of 4,198 shares — an estimated $207K sold.

TCWP first reported a position in BNDX in Q4 2021 and held it in 3 quarters. The position peaked at $547K in Q4 2021. 679 funds tracked by Wall St. Rank hold BNDX as of Q3 2022.

TCWP reported no remaining Vanguard Total International Bond ETF position as of Q3 2022 after selling out during the quarter.
TCWP sold 4,198 Vanguard Total International Bond ETF shares in Q3 2022, an estimated $207K.
TCWP first reported a position in Vanguard Total International Bond ETF in Q4 2021 and held it in 3 quarters.
TCWP's Vanguard Total International Bond ETF position peaked at $547K in Q4 2021.
679 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2022.

Based on TCWP's 13F filing for Q3 2022, filed 14 Nov 2022.