Summit Wealth Group’s Vanguard Total International Bond ETF BNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Buy |
297,240
+4,306
| +1% | +$213K | 3.78% | 7 |
|
|
2025
Q1 | $14.3M | Sell |
292,934
-11,904
| -4% | -$581K | 4.18% | 5 |
|
|
2024
Q4 | $15M | Sell |
304,838
-5,538
| -2% | -$272K | 4.33% | 4 |
|
|
2024
Q3 | $15.6M | Buy |
310,376
+27,356
| +10% | +$1.38M | 4.5% | 4 |
|
|
2024
Q2 | $13.8M | Buy |
283,020
+8,679
| +3% | +$422K | 4.13% | 6 |
|
|
2024
Q1 | $13.5M | Buy |
274,341
+18,482
| +7% | +$909K | 9.19% | 3 |
|
|
2023
Q4 | $12.6M | Sell |
255,859
-25,573
| -9% | -$1.26M | 9.88% | 3 |
|
|
2023
Q3 | $13.5M | Buy |
281,432
+5,981
| +2% | +$286K | 12.01% | 2 |
|
|
2023
Q2 | $13.5M | Sell |
275,451
-12,784,207
| -98% | -$625M | 5.45% | 4 |
|
|
2023
Q1 | $267K | Buy |
13,059,658
+12,853,173
| +6,225% | +$263K | 6.38% | 4 |
|
|
2022
Q4 | $9.79M | Sell |
206,485
-77,586
| -27% | -$3.68M | 10.34% | 3 |
|
|
2022
Q3 | $13.6M | Buy |
284,071
+11,476
| +4% | +$548K | 15.99% | 1 |
|
|
2022
Q2 | $13.5M | Buy |
272,595
+6,034
| +2% | +$299K | 15.95% | 1 |
|
|
2022
Q1 | $14M | Buy |
266,561
+12,776
| +5% | +$670K | 14.64% | 1 |
|
|
2021
Q4 | $14M | Buy |
253,785
+244,645
| +2,677% | +$13.5M | 15.95% | 1 |
|
|
2021
Q3 | $521K | Sell |
9,140
-226,797
| -96% | -$12.9M | 0.82% | 23 |
|
|
2021
Q2 | $13.5M | Sell |
235,937
-201,307
| -46% | -$11.5M | 20.01% | 1 |
|
|
2021
Q1 | $25M | Buy |
437,244
+232,474
| +114% | +$13.3M | 40.24% | 1 |
|
|
2020
Q4 | $12M | Buy |
204,770
+52,230
| +34% | +$3.06M | 7.52% | 4 |
|
|
2020
Q3 | $8.88M | Buy |
152,540
+2,721
| +2% | +$158K | 7.71% | 4 |
|
|
2020
Q2 | $8.65M | Buy |
149,819
+1,393
| +0.9% | +$80.4K | 7.91% | 5 |
|
|
2020
Q1 | $8.35M | Buy |
148,426
+12,549
| +9% | +$706K | 8.46% | 5 |
|
|
2019
Q4 | $7.69M | Buy |
+135,877
| New | +$7.69M | 7.25% | 5 |
|