Winthrop Advisory Group’s Vanguard Total International Bond ETF BNDX Stock Holding History

Winthrop Advisory Group’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
2022 Q3	–	Sell	-5,533	Closed	-$274K	–	119
2022 Q2	$274K	Buy	5,533 +13	+0.2%	+$656	0.06%	97
2022 Q1	$289K	Buy	5,520 +8	+0.1%	+$430	0.06%	104
2021 Q4	$304K	Buy	5,512 +168	+3%	+$9.55K	0.06%	100
2021 Q3	$304K	Buy	5,344 +11	+0.2%	+$634	0.07%	98
2021 Q2	$304K	Sell	5,333 -73	-1%	-$4.16K	0.07%	98
2021 Q1	$309K	Buy	5,406 +9	+0.2%	+$519	0.08%	97
2020 Q4	$316K	Buy	5,397 +108	+2%	+$6.31K	0.08%	92
2020 Q3	$307K	Buy	5,289 +9	+0.2%	+$522	0.09%	82
2020 Q2	$304K	Buy	5,280 +7	+0.1%	+$400	0.11%	69
2020 Q1	$296K	Buy	5,273 +4	+0.1%	+$228	0.12%	64
2019 Q4	$298K	Buy	+5,269	New	+$306K	0.11%	81

Other funds holding BNDX

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Winthrop Advisory Group's BNDX Position: Q3 2022 in Review

Winthrop Advisory Group sold out of Vanguard Total International Bond ETF (BNDX) in Q3 2022, closing a stake of 5,533 shares — an estimated $274K sold.

Winthrop Advisory Group first reported a position in BNDX in Q4 2019 and held it in 11 quarters. The position peaked at $316K in Q4 2020. 679 funds tracked by Wall St. Rank hold BNDX as of Q3 2022.

Winthrop Advisory Group reported no remaining Vanguard Total International Bond ETF position as of Q3 2022 after selling out during the quarter.
Winthrop Advisory Group sold 5,533 Vanguard Total International Bond ETF shares in Q3 2022, an estimated $274K.
Winthrop Advisory Group first reported a position in Vanguard Total International Bond ETF in Q4 2019 and held it in 11 quarters.
Winthrop Advisory Group's Vanguard Total International Bond ETF position peaked at $316K in Q4 2020.
679 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2022.

Based on Winthrop Advisory Group's 13F filing for Q3 2022, filed 4 Nov 2022.