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VitalStone Financial’s Vanguard Total Bond Market BND Stock Holding History

VitalStone Financial’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
Q3 		– Sell
-30
Closed -$2.16K – 502
2024
Q2 		$2.16K Sell
30
-136
-82% -$9.74K ﹤0.01% 391
2024
Q1 		$12K Sell
166
-65
-28% -$4.72K 0.01% 259
2023
Q4 		$17K Sell
231
-177
-43% -$12.5K 0.01% 237
2023
Q3 		$28K Buy
408
+396
+3,300% +$28.3K 0.02% 170
2023
Q2 		$1K Hold
12
– – ﹤0.01% 818
2023
Q1 		$1K Hold
12
– – ﹤0.01% 318
2022
Q4 		$1K Buy
+12
New +$860 ﹤0.01% 462

Other funds holding BND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

VitalStone Financial's BND Position: Q3 2024 in Review

VitalStone Financial sold out of Vanguard Total Bond Market (BND) in Q3 2024, closing a stake of 30 shares — an estimated $2.16K sold.

VitalStone Financial first reported a position in BND in Q4 2022 and held it in 7 quarters. The position peaked at $28K in Q3 2023. 1,458 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • VitalStone Financial reported no remaining Vanguard Total Bond Market position as of Q3 2024 after selling out during the quarter.
  • VitalStone Financial sold 30 Vanguard Total Bond Market shares in Q3 2024, an estimated $2.16K.
  • VitalStone Financial first reported a position in Vanguard Total Bond Market in Q4 2022 and held it in 7 quarters.
  • VitalStone Financial's Vanguard Total Bond Market position peaked at $28K in Q3 2023.
  • 1,458 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.