Summit Financial Strategies’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $261K | Sell |
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|
2024
Q3 | $369K | Sell |
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|
2024
Q2 | $399K | Sell |
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|
2024
Q1 | $524K | Sell |
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|
2023
Q4 | $532K | Sell |
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|
2023
Q3 | $605K | Buy |
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|
2023
Q2 | $522K | Sell |
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|
2023
Q1 | $640K | Buy |
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|
2022
Q4 | $564K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $219K | Buy |
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