Summit Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$394K Hold
5,353
0.06% 118
2025
Q1
$393K Sell
5,353
-389
-7% -$28.6K 0.07% 118
2024
Q4
$413K Buy
+5,742
New +$413K 0.07% 113