West Paces Advisors’s Vanguard Total Bond Market BND Stock Holding History

West Paces Advisors’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
2023 Q2	–	Sell	-1,200	Closed	-$88.6K	–	549
2023 Q1	$88.6K	Sell	1,200 -700	-37%	-$51.2K	0.03%	184
2022 Q4	$136K	Sell	1,900 -500	-21%	-$35.8K	0.04%	140
2022 Q3	$171K	Hold	2,400	–	–	0.06%	124
2022 Q2	$181K	Hold	2,400	–	–	0.06%	128
2022 Q1	$191K	Hold	2,400	–	–	0.06%	130
2021 Q4	$203K	Hold	2,400	–	–	0.06%	118
2021 Q3	$205K	Sell	2,400 -200	-8%	-$17.3K	0.07%	111
2021 Q2	$223K	Hold	2,600	–	–	0.08%	106
2021 Q1	$220K	Hold	2,600	–	–	0.09%	101
2020 Q4	$229K	Sell	2,600 -410	-14%	-$36.1K	0.1%	100
2020 Q3	$266K	Hold	3,010	–	–	0.14%	92
2020 Q2	$266K	Hold	3,010	–	–	0.14%	89
2020 Q1	$257K	Hold	3,010	–	–	0.16%	90
2019 Q4	$252K	Buy	+3,010	New	+$253K	0.14%	96

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

West Paces Advisors's BND Position: Q2 2023 in Review

West Paces Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2023, closing a stake of 1,200 shares — an estimated $88.6K sold.

West Paces Advisors first reported a position in BND in Q4 2019 and held it in 14 quarters. The position peaked at $266K in Q2 2020. 1,274 funds tracked by Wall St. Rank hold BND as of Q2 2023.

West Paces Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2023 after selling out during the quarter.
West Paces Advisors sold 1,200 Vanguard Total Bond Market shares in Q2 2023, an estimated $88.6K.
West Paces Advisors first reported a position in Vanguard Total Bond Market in Q4 2019 and held it in 14 quarters.
West Paces Advisors's Vanguard Total Bond Market position peaked at $266K in Q2 2020.
1,274 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2023.

Based on West Paces Advisors's 13F filing for Q2 2023, filed 18 Dec 2023.