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Walled Lake Planning & Wealth Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

Walled Lake Planning & Wealth Management’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
2020
Q2 		– Sell
-143
Closed -$8K – 336
2020
Q1 		$8K Buy
+143
New +$8.17K 0.01% 198

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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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Walled Lake Planning & Wealth Management's BNDX Position: Q2 2020 in Review

Walled Lake Planning & Wealth Management sold out of Vanguard Total International Bond ETF (BNDX) in Q2 2020, closing a stake of 143 shares — an estimated $8K sold.

Walled Lake Planning & Wealth Management first reported a position in BNDX in Q1 2020 and held it in 1 quarter. The position peaked at $8K in Q1 2020. 555 funds tracked by Wall St. Rank hold BNDX as of Q2 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Vanguard Total International Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 143 Vanguard Total International Bond ETF shares in Q2 2020, an estimated $8K.
  • Walled Lake Planning & Wealth Management first reported a position in Vanguard Total International Bond ETF in Q1 2020 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's Vanguard Total International Bond ETF position peaked at $8K in Q1 2020.
  • 555 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2020, filed 18 Aug 2020.