WR Wealth Planners’s Vanguard Total International Bond ETF BNDX Stock Holding History

WR Wealth Planners’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
2024 Q4	$392	Hold	8	–	–	﹤0.01%	1012
2024 Q3	$402	Sell	8 -86	-91%	-$4.27K	﹤0.01%	1054
2024 Q2	$4.58K	Sell	94 -23	-20%	-$1.12K	﹤0.01%	733
2024 Q1	$5.75K	Buy	+117	New	+$5.72K	﹤0.01%	690
2023 Q4	–	Sell	-129	Closed	-$6.17K	–	254
2023 Q3	$6.17K	Buy	129 +35	+37%	+$1.69K	﹤0.01%	647
2023 Q2	$4.59K	Sell	94 -16	-15%	-$780	﹤0.01%	691
2023 Q1	$5.38K	Buy	+110	New	+$5.33K	﹤0.01%	670

Other funds holding BNDX

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

WR Wealth Planners's BNDX Position: Q4 2024 in Review

WR Wealth Planners held its Vanguard Total International Bond ETF (BNDX) position steady in Q4 2024 at 8 shares worth $392. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

WR Wealth Planners first reported a position in BNDX in Q1 2023 and has held it in 7 quarters since. The position peaked at $6.17K in Q3 2023. 932 funds tracked by Wall St. Rank hold BNDX as of Q4 2024.

WR Wealth Planners held 8 shares of Vanguard Total International Bond ETF worth $392 as of Q4 2024.
WR Wealth Planners left its Vanguard Total International Bond ETF share count unchanged in Q4 2024.
Vanguard Total International Bond ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1012 holding.
WR Wealth Planners first reported a position in Vanguard Total International Bond ETF in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Vanguard Total International Bond ETF position peaked at $6.17K in Q3 2023.
932 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.