SWG
Summit Wealth Group’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.7M | Sell |
349,073
-109,926
| -24% | -$8.09M | 6.6% | 2 |
|
|
2025
Q1 | $33.7M | Sell |
458,999
-23,935
| -5% | -$1.76M | 9.85% | 2 |
|
|
2024
Q4 | $34.7M | Buy |
482,934
+1,027
| +0.2% | +$73.9K | 10.06% | 2 |
|
|
2024
Q3 | $36.2M | Buy |
481,907
+51,525
| +12% | +$3.87M | 10.44% | 2 |
|
|
2024
Q2 | $31M | Buy |
+430,382
| New | +$31M | 9.3% | 3 |
|
|
2023
Q3 | – | Sell |
-446,852
| Closed | -$32.5M | – | 42 |
|
|
2023
Q2 | $32.5M | Sell |
446,852
-30,641,195
| -99% | -$2.23B | 13.15% | 3 |
|
|
2023
Q1 | $421K | Buy |
+31,088,047
| New | +$421K | 10.05% | 2 |
|