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Vanguard Scottsdale Fds total wld bd etf shares owned by Opes Wealth Management

Quarter-by-quarter ownership of Vanguard Scottsdale Fds total wld bd etf (BNDW) shares owned by Opes Wealth Management from 13F filings

Historical chart of Opes Wealth Management investment in Vanguard Scottsdale Fds total wld bd etf

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Scottsdale Fds total wld bd etf held by Opes Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Scottsdale Fds total wld bd etf by Opes Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $581k 8.5k 68.61
2023-12-31 $340k 4.9k 69.21
2023-09-30 $340k 5.1k 66.34
2023-06-30 $294k 4.3k 68.42
2023-03-31 $278k 4.0k 68.98
2022-12-31 $204k 3.0k 67.05
2022-06-30 $7.0M 100k 70.16

More positions owned by Opes Wealth Management

Apple (AAPL)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Total Usd (IUSB)
Gilead Sciences (GILD)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Usa Mmentm (MTUM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Opes Wealth Management

Top funds holding Vanguard Scottsdale Fds total wld bd etf

Beacon Pointe Advisors
Bank of America Corporation
Royal Bank of Canada
Wealth Enhancement Advisory Services
Kure Advisory
Moneywise
Octavia Wealth Advisors
Mariner Wealth Advisors
Visionary Wealth Advisors
Applied Capital
Sensible Financial Planning & Management
Professional Financial Advisors
Baystate Wealth Management
Mercer Global Advisors
Advisor Group Holdings

View all funds holding Vanguard Scottsdale Fds total wld bd etf