Summit Financial’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 | $21.2M | Buy |
288,362
+209,187
| +264% | +$15.4M | 0.48% | 42 |
|
|
2025
Q1 | $5.82M | Sell |
79,175
-20,573
| -21% | -$1.51M | 0.16% | 123 |
|
|
2024
Q4 | $7.17M | Buy |
99,748
+7,604
| +8% | +$547K | 0.25% | 76 |
|
|
2024
Q3 | $6.92M | Sell |
92,144
-4,592
| -5% | -$345K | 0.27% | 66 |
|
|
2024
Q2 | $6.97M | Buy |
96,736
+59,656
| +161% | +$4.3M | 0.32% | 52 |
|
|
2024
Q1 | $2.69M | Sell |
37,080
-18,967
| -34% | -$1.38M | 0.16% | 84 |
|
|
2023
Q4 | $4.12M | Buy |
56,047
+11,121
| +25% | +$818K | 0.27% | 51 |
|
|
2023
Q3 | $3.13M | Sell |
44,926
-503
| -1% | -$35.1K | 0.23% | 65 |
|
|
2023
Q2 | $3.3M | Buy |
45,429
+13,755
| +43% | +$1,000K | 0.24% | 59 |
|
|
2023
Q1 | $2.34M | Buy |
31,674
+3,424
| +12% | +$253K | 0.2% | 51 |
|
|
2022
Q4 | $2.03M | Buy |
28,250
+2,292
| +9% | +$165K | 0.19% | 60 |
|
|
2022
Q3 | $1.85M | Sell |
25,958
-1,177
| -4% | -$84K | 0.18% | 62 |
|
|
2022
Q2 | $2.04M | Buy |
27,135
+1,825
| +7% | +$137K | 0.19% | 53 |
|
|
2022
Q1 | $2.01M | Buy |
25,310
+2,249
| +10% | +$179K | 0.16% | 61 |
|
|
2021
Q4 | $1.95M | Sell |
23,061
-4,440
| -16% | -$376K | 0.15% | 64 |
|
|
2021
Q3 | $2.35M | Sell |
27,501
-70
| -0.3% | -$5.98K | 0.2% | 41 |
|
|
2021
Q2 | $2.37M | Buy |
27,571
+10,958
| +66% | +$941K | 0.23% | 34 |
|
|
2021
Q1 | $1.41M | Buy |
16,613
+486
| +3% | +$41.2K | 0.19% | 23 |
|
|
2020
Q4 | $1.42M | Buy |
16,127
+1,293
| +9% | +$114K | 0.2% | 23 |
|
|
2020
Q3 | $1.31M | Buy |
14,834
+5,873
| +66% | +$518K | 0.22% | 19 |
|
|
2020
Q2 | $792K | Sell |
8,961
-1,543
| -15% | -$136K | 0.14% | 20 |
|
|
2020
Q1 | $897K | Sell |
10,504
-453
| -4% | -$38.7K | 0.2% | 18 |
|
|
2019
Q4 | $919K | Sell |
10,957
-3,019
| -22% | -$253K | 0.16% | 19 |
|
|
2019
Q3 | $1.38M | Buy |
13,976
+2,387
| +21% | +$237K | 0.23% | 19 |
|
|
2019
Q2 | $963K | Buy |
11,589
+387
| +3% | +$32.1K | 0.16% | 19 |
|
|
2019
Q1 | $909K | Buy |
11,202
+1,300
| +13% | +$106K | 0.16% | 20 |
|
|
2018
Q4 | $784K | Buy |
+9,902
| New | +$784K | 0.15% | 21 |
|