Summit Securities Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $180K | Hold |
|
|||||
|
2022
Q3 | $178K | Sell |
|
|||||
|
2022
Q2 | $3.76M | Buy |
|
|||||
|
2022
Q1 | $398K | Sell |
|
|||||
|
2021
Q4 | $1.27M | Buy |
|
|||||
|
2021
Q3 | $684K | Hold |
|
|||||
|
2021
Q2 | $687K | Sell |
|
|||||
|
2021
Q1 | $3.13M | Buy |
|
|||||
|
2020
Q4 | $1.32M | Sell |
|
|||||
|
2020
Q3 | $3.09M | Buy |
|
|||||
|
2020
Q2 | $2.65M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $839K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $415K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $405K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $2.15M | Buy |
|
|||||
|
2015
Q4 | $404K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $82K | Buy |
|