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Wealthstream Advisors’s Vanguard Total World Bond ETF BNDW Stock Holding History

Wealthstream Advisors’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
2022
Q4 		– Sell
-9,808
Closed -$657K – 78
2022
Q3 		$657K Buy
9,808
+44
+0.5% +$3.08K 0.71% 24
2022
Q2 		$685K Buy
9,764
+38
+0.4% +$2.7K 0.69% 23
2022
Q1 		$721K Buy
+9,726
New +$739K 0.63% 25

Other funds holding BNDW

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
COCM
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Wealthstream Advisors's BNDW Position: Q4 2022 in Review

Wealthstream Advisors sold out of Vanguard Total World Bond ETF (BNDW) in Q4 2022, closing a stake of 9,808 shares — an estimated $657K sold.

Wealthstream Advisors first reported a position in BNDW in Q1 2022 and held it in 3 quarters. The position peaked at $721K in Q1 2022. 93 funds tracked by Wall St. Rank hold BNDW as of Q4 2022.

  • Wealthstream Advisors reported no remaining Vanguard Total World Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Wealthstream Advisors sold 9,808 Vanguard Total World Bond ETF shares in Q4 2022, an estimated $657K.
  • Wealthstream Advisors first reported a position in Vanguard Total World Bond ETF in Q1 2022 and held it in 3 quarters.
  • Wealthstream Advisors's Vanguard Total World Bond ETF position peaked at $721K in Q1 2022.
  • 93 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q4 2022.

Based on Wealthstream Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.