Wealth Advisory Solutions’s Vanguard Total World Bond ETF BNDW Stock Holding History

Wealth Advisory Solutions’s Portfolio BNDW Stock Details BNDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$2.33M	Buy	29,111 +2,337	+9%	+$189K	0.52%	52
2021 Q2	$2.15M	Buy	26,774 +1,616	+6%	+$129K	0.51%	55
2021 Q1	$2K	Buy	25,158 +4,511	+22%	+$364K	﹤0.01%	104
2020 Q4	$1.7M	Buy	20,647 +5,237	+34%	+$429K	0.46%	56
2020 Q3	$1.26M	Buy	15,410 +523	+4%	+$42.8K	0.33%	75
2020 Q2	$1.21M	Buy	14,887 +512	+4%	+$41.3K	0.34%	75
2020 Q1	$1.14M	Buy	14,375 +210	+1%	+$16.7K	0.39%	70
2019 Q4	$1.11M	Buy	+14,165	New	+$1.13M	0.29%	82

Other funds holding BNDW

COCM

Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

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

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

MIM

Moseley Investment Management Bradenton, Florida $314M AUM 22.17% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Wealth Advisory Solutions's BNDW Position: Q3 2021 in Review

Wealth Advisory Solutions increased its Vanguard Total World Bond ETF (BNDW) stake by 8.7% in Q3 2021, buying an estimated $189K and bringing the position to 29,111 shares worth $2.33M. The position accounts for 0.52% of the portfolio, ranked #52.

Wealth Advisory Solutions first reported a position in BNDW in Q4 2019 and has held it in 8 quarters since. 78 funds tracked by Wall St. Rank hold BNDW as of Q3 2021.

Wealth Advisory Solutions held 29,111 shares of Vanguard Total World Bond ETF worth $2.33M as of Q3 2021.
Wealth Advisory Solutions bought 2,337 Vanguard Total World Bond ETF shares in Q3 2021, an estimated $189K.
Vanguard Total World Bond ETF made up 0.52% of Wealth Advisory Solutions's portfolio in Q3 2021, its #52 holding.
Wealth Advisory Solutions first reported a position in Vanguard Total World Bond ETF in Q4 2019 and has held it in 8 quarters since.
78 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q3 2021.

Based on Wealth Advisory Solutions's 13F filing for Q3 2021, filed 3 Nov 2021.