Wealthcare Capital Management’s Vanguard Total Bond Market BND Stock Holding History

Wealthcare Capital Management’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 Q1	–	Sell	-3,120	Closed	-$264K	–	79
2021 Q4	$264K	Buy	+3,120	New	+$266K	0.02%	74
2018 Q4	–	Sell	-650	Closed	-$51K	–	193
2018 Q3	$51K	Hold	650	–	–	0.01%	87
2018 Q2	$51K	Hold	650	–	–	0.01%	83
2018 Q1	$52K	Hold	650	–	–	0.01%	80
2017 Q4	$53K	Hold	650	–	–	0.01%	83
2017 Q3	$53K	Hold	650	–	–	0.01%	77
2017 Q2	$53K	Hold	650	–	–	0.01%	79
2017 Q1	$53K	Hold	650	–	–	0.01%	78
2016 Q4	$53K	Hold	650	–	–	0.01%	74
2016 Q3	$55K	Hold	650	–	–	0.01%	70
2016 Q2	$55K	Hold	650	–	–	0.01%	66
2016 Q1	$54K	Hold	650	–	–	0.01%	76
2015 Q4	$52K	Hold	650	–	–	0.01%	83
2015 Q3	$53K	Hold	650	–	–	0.01%	89
2015 Q2	$53K	Sell	650 -1,644	-72%	-$135K	0.01%	101
2015 Q1	$191K	Buy	2,294 +1,644	+253%	+$137K	0.02%	100
2014 Q4	$54K	Hold	650	–	–	0.01%	83
2014 Q3	$53K	Hold	650	–	–	0.01%	84
2014 Q2	$53K	Hold	650	–	–	0.01%	79
2014 Q1	$53K	Hold	650	–	–	0.01%	81
2013 Q4	$52K	Hold	650	–	–	0.01%	47
2013 Q3	$53K	Hold	650	–	–	0.01%	40
2013 Q2	$53K	Buy	+650	New	+$53.9K	0.01%	41

Other funds holding BND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Wealthcare Capital Management's BND Position: Q1 2022 in Review

Wealthcare Capital Management sold out of Vanguard Total Bond Market (BND) in Q1 2022, closing a stake of 3,120 shares — an estimated $264K sold.

Wealthcare Capital Management first reported a position in BND in Q2 2013 and held it in 23 quarters. The position peaked at $264K in Q4 2021. 1,207 funds tracked by Wall St. Rank hold BND as of Q1 2022.

Wealthcare Capital Management reported no remaining Vanguard Total Bond Market position as of Q1 2022 after selling out during the quarter.
Wealthcare Capital Management sold 3,120 Vanguard Total Bond Market shares in Q1 2022, an estimated $264K.
Wealthcare Capital Management first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 23 quarters.
Wealthcare Capital Management's Vanguard Total Bond Market position peaked at $264K in Q4 2021.
1,207 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2022.

Based on Wealthcare Capital Management's 13F filing for Q1 2022, filed 12 Apr 2022.