WealthOne’s Vanguard Total International Bond ETF BNDX Stock Holding History

WealthOne’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
2023 Q1	–	Sell	-5,477	Closed	-$260K	–	106
2022 Q4	$260K	Sell	5,477 -78	-1%	-$3.76K	0.11%	92
2022 Q3	$265K	Sell	5,555 -397	-7%	-$19.7K	0.11%	82
2022 Q2	$295K	Sell	5,952 -57	-0.9%	-$2.88K	0.12%	84
2022 Q1	$315K	Buy	6,009 +333	+6%	+$17.9K	0.11%	87
2021 Q4	$313K	Buy	5,676 +111	+2%	+$6.31K	0.11%	86
2021 Q3	$317K	Sell	5,565 -54	-1%	-$3.11K	0.12%	100
2021 Q2	$321K	Sell	5,619 -1,637	-23%	-$93.3K	0.13%	98
2021 Q1	$414K	Sell	7,256 -2,170	-23%	-$125K	0.18%	77
2020 Q4	$552K	Buy	+9,426	New	+$550K	0.27%	50
2019 Q1	–	Sell	-4,363	Closed	-$237K	–	125
2018 Q4	$237K	Buy	+4,363	New	+$238K	0.21%	65

Other funds holding BNDX

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WealthOne's BNDX Position: Q1 2023 in Review

WealthOne sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2023, closing a stake of 5,477 shares — an estimated $260K sold.

WealthOne first reported a position in BNDX in Q4 2018 and held it in 10 quarters. The position peaked at $552K in Q4 2020. 732 funds tracked by Wall St. Rank hold BNDX as of Q1 2023.

WealthOne reported no remaining Vanguard Total International Bond ETF position as of Q1 2023 after selling out during the quarter.
WealthOne sold 5,477 Vanguard Total International Bond ETF shares in Q1 2023, an estimated $260K.
WealthOne first reported a position in Vanguard Total International Bond ETF in Q4 2018 and held it in 10 quarters.
WealthOne's Vanguard Total International Bond ETF position peaked at $552K in Q4 2020.
732 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2023.

Based on WealthOne's 13F filing for Q1 2023, filed 20 Apr 2023.