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WealthPLAN Partners’s Vanguard Total International Bond ETF BNDX Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$4.24K Sell
76
-371
-83% -$20.7K ﹤0.01% 752
2016
Q2 		$4.25K Buy
+447
New +$24.5K ﹤0.01% 2038

Other funds holding BNDX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WealthPLAN Partners's BNDX Position: Q3 2016 in Review

WealthPLAN Partners reduced its Vanguard Total International Bond ETF (BNDX) stake by 83% in Q3 2016, selling an estimated $20.7K and leaving 76 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

WealthPLAN Partners first reported a position in BNDX in Q2 2016 and has held it in 2 quarters since. The position peaked at $4.25K in Q2 2016. 242 funds tracked by Wall St. Rank hold BNDX as of Q3 2016.

  • WealthPLAN Partners held 76 shares of Vanguard Total International Bond ETF worth $4.24K as of Q3 2016.
  • WealthPLAN Partners sold 371 Vanguard Total International Bond ETF shares in Q3 2016, an estimated $20.7K.
  • Vanguard Total International Bond ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #752 holding.
  • WealthPLAN Partners first reported a position in Vanguard Total International Bond ETF in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's Vanguard Total International Bond ETF position peaked at $4.25K in Q2 2016.
  • 242 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.