Summit Trail Advisors’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
Q2
$8.41M Buy
2024
Q4
Sell
2024
Q3
$28.6M Buy
2024
Q2
$27.3M Sell
2024
Q1
$53.4M Buy
2023
Q4
$45.6M Buy
2022
Q3
Sell
2022
Q2
$244K Buy