Vantage Financial Partners (Wisconsin)’s Vanguard Total Bond Market BND Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2024 Q2	–	Sell	-3,013	Closed	-$219K	–	154
2024 Q1	$219K	Sell	3,013 -116	-4%	-$8.42K	0.06%	130
2023 Q4	$230K	Buy	+3,129	New	+$221K	0.07%	112
2023 Q3	–	Sell	-2,756	Closed	-$200K	–	88
2023 Q2	$200K	Sell	2,756 -8	-0.3%	-$586	0.07%	82
2023 Q1	$204K	Sell	2,764 -27	-1%	-$1.98K	0.08%	78
2022 Q4	$200K	Sell	2,791 -603	-18%	-$43.2K	0.12%	56
2022 Q3	$242K	Sell	3,394 -2,472	-42%	-$185K	0.16%	44
2022 Q2	$442K	Sell	5,866 -1,288	-18%	-$98K	0.26%	27
2022 Q1	$569K	Sell	7,154 -34	-0.5%	-$2.78K	0.29%	25
2021 Q4	$609K	Buy	+7,188	New	+$612K	0.24%	26

Other funds holding BND

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

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

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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s BND Position: Q2 2024 in Review

Vantage Financial Partners (Wisconsin) sold out of Vanguard Total Bond Market (BND) in Q2 2024, closing a stake of 3,013 shares — an estimated $219K sold.

Vantage Financial Partners (Wisconsin) first reported a position in BND in Q4 2021 and held it in 9 quarters. The position peaked at $609K in Q4 2021. 1,440 funds tracked by Wall St. Rank hold BND as of Q2 2024.

Vantage Financial Partners (Wisconsin) reported no remaining Vanguard Total Bond Market position as of Q2 2024 after selling out during the quarter.
Vantage Financial Partners (Wisconsin) sold 3,013 Vanguard Total Bond Market shares in Q2 2024, an estimated $219K.
Vantage Financial Partners (Wisconsin) first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 9 quarters.
Vantage Financial Partners (Wisconsin)'s Vanguard Total Bond Market position peaked at $609K in Q4 2021.
1,440 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q2 2024, filed 7 Aug 2024.