Von Berge Wealth Management Group’s Vanguard Total Bond Market BND Stock Holding History

Von Berge Wealth Management Group’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	-3,285	Closed	-$239K	–	67
2024 Q1	$239K	Buy	+3,285	New	+$238K	0.15%	58
2023 Q4	–	Sell	-5,027	Closed	-$352K	–	67
2023 Q3	$352K	Buy	5,027 +324	+7%	+$23.1K	0.3%	40
2023 Q2	$342K	Buy	4,703 +235	+5%	+$17.2K	0.28%	40
2023 Q1	$330K	Buy	4,468 +1,115	+33%	+$81.6K	0.3%	39
2022 Q4	$248K	Buy	+3,353	New	+$240K	0.22%	51

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

Von Berge Wealth Management Group's BND Position: Q2 2024 in Review

Von Berge Wealth Management Group sold out of Vanguard Total Bond Market (BND) in Q2 2024, closing a stake of 3,285 shares — an estimated $239K sold.

Von Berge Wealth Management Group first reported a position in BND in Q4 2022 and held it in 5 quarters. The position peaked at $352K in Q3 2023. 1,440 funds tracked by Wall St. Rank hold BND as of Q2 2024.

Von Berge Wealth Management Group reported no remaining Vanguard Total Bond Market position as of Q2 2024 after selling out during the quarter.
Von Berge Wealth Management Group sold 3,285 Vanguard Total Bond Market shares in Q2 2024, an estimated $239K.
Von Berge Wealth Management Group first reported a position in Vanguard Total Bond Market in Q4 2022 and held it in 5 quarters.
Von Berge Wealth Management Group's Vanguard Total Bond Market position peaked at $352K in Q3 2023.
1,440 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on Von Berge Wealth Management Group's 13F filing for Q2 2024, filed 24 Jul 2024.