Waterfront Wealth’s Vanguard Total International Bond ETF BNDX Stock Holding History

Waterfront Wealth’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
2024 Q4	–	Sell	-6,173	Closed	-$308K	–	257
2024 Q3	$308K	Buy	+6,173	New	+$306K	0.08%	218
2024 Q1	–	Sell	-4,696	Closed	-$232K	–	245
2023 Q4	$232K	Sell	4,696 -112	-2%	-$5.45K	0.07%	228
2023 Q3	$229K	Sell	4,808 -733	-13%	-$35.5K	0.07%	221
2023 Q2	$270K	Sell	5,541 -1,338	-19%	-$65.2K	0.08%	209
2023 Q1	$337K	Buy	6,879 +498	+8%	+$24.1K	0.11%	190
2022 Q4	$310K	Sell	6,381 -1,323	-17%	-$63.7K	0.11%	198
2022 Q3	$371K	Buy	7,704 +294	+4%	+$14.6K	0.14%	172
2022 Q2	$367K	Buy	7,410 +1,090	+17%	+$55K	0.15%	172
2022 Q1	$327K	Buy	6,320 +281	+5%	+$15.1K	0.12%	171
2021 Q4	$333K	Buy	6,039 +358	+6%	+$20.3K	0.13%	152
2021 Q3	$324K	Buy	5,681 +1,185	+26%	+$68.3K	0.16%	130
2021 Q2	$257K	Buy	+4,496	New	+$256K	0.12%	149

Other funds holding BNDX

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

Waterfront Wealth's BNDX Position: Q4 2024 in Review

Waterfront Wealth sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2024, closing a stake of 6,173 shares — an estimated $308K sold.

Waterfront Wealth first reported a position in BNDX in Q2 2021 and held it in 12 quarters. The position peaked at $371K in Q3 2022. 931 funds tracked by Wall St. Rank hold BNDX as of Q4 2024.

Waterfront Wealth reported no remaining Vanguard Total International Bond ETF position as of Q4 2024 after selling out during the quarter.
Waterfront Wealth sold 6,173 Vanguard Total International Bond ETF shares in Q4 2024, an estimated $308K.
Waterfront Wealth first reported a position in Vanguard Total International Bond ETF in Q2 2021 and held it in 12 quarters.
Waterfront Wealth's Vanguard Total International Bond ETF position peaked at $371K in Q3 2022.
931 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2024.

Based on Waterfront Wealth's 13F filing for Q4 2024, filed 3 Feb 2025.