Summit Wealth Group’s Vanguard Total Bond Market BND Stock Holding History

Summit Wealth Group’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$25.7M	Sell
2025 Q1	$33.7M	Sell
2024 Q4	$34.7M	Buy
2024 Q3	$36.2M	Buy
2024 Q2	$31M	Buy
2023 Q3	–	Sell
2023 Q2	$32.5M	Sell
2023 Q1	$421K	Buy