Wagner Wealth Management (South Carolina)’s Vanguard Total Bond Market BND Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-297	Closed	-$21K	–	293
2022 Q3	$21K	Hold	297	–	–	0.02%	307
2022 Q2	$22K	Buy	+297	New	+$22.6K	0.02%	313
2022 Q1	–	Sell	-297	Closed	-$25K	–	262
2021 Q4	$25K	Hold	297	–	–	0.02%	359
2021 Q3	$25K	Hold	297	–	–	0.02%	344
2021 Q2	$26K	Sell	297 -79	-21%	-$6.74K	0.02%	347
2021 Q1	$32K	Buy	+376	New	+$32.4K	0.03%	289

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s BND Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Vanguard Total Bond Market (BND) in Q4 2022, closing a stake of 297 shares — an estimated $21K sold.

Wagner Wealth Management (South Carolina) first reported a position in BND in Q1 2021 and held it in 6 quarters. The position peaked at $32K in Q1 2021. 1,247 funds tracked by Wall St. Rank hold BND as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Vanguard Total Bond Market position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 297 Vanguard Total Bond Market shares in Q4 2022, an estimated $21K.
Wagner Wealth Management (South Carolina) first reported a position in Vanguard Total Bond Market in Q1 2021 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s Vanguard Total Bond Market position peaked at $32K in Q1 2021.
1,247 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.