Summit Wealth Group’s Vanguard Total International Bond ETF BNDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$16.7M Buy
347,573
+19,114
+6% +$927K 3.83% 5
2025
Q4
$15.9M Buy
328,459
+14,700
+5% +$726K 3.71% 6
2025
Q3
$15.5M Buy
313,759
+16,519
+6% +$815K 3.75% 6
2025
Q2
$14.7M Buy
297,240
+4,306
+1% +$212K 3.78% 7
2025
Q1
$14.3M Sell
292,934
-11,904
-4% -$582K 4.18% 5
2024
Q4
$15M Sell
304,838
-5,538
-2% -$277K 4.33% 4
2024
Q3
$15.6M Buy
310,376
+27,356
+10% +$1.36M 4.5% 4
2024
Q2
$13.8M Buy
283,020
+8,679
+3% +$423K 4.13% 6
2024
Q1
$13.5M Buy
274,341
+18,482
+7% +$903K 9.19% 3
2023
Q4
$12.6M Sell
255,859
-25,573
-9% -$1.25M 9.88% 3
2023
Q3
$13.5M Buy
281,432
+5,981
+2% +$290K 12.01% 2
2023
Q2
$13.5M Sell
275,451
-12,784,207
-98% -$623M 5.45% 4
2023
Q1
$267K Buy
13,059,658
+12,853,173
+6,225% +$623M 6.38% 4
2022
Q4
$9.79M Sell
206,485
-77,586
-27% -$3.74M 10.34% 3
2022
Q3
$13.6M Buy
284,071
+11,476
+4% +$570K 15.99% 1
2022
Q2
$13.5M Buy
272,595
+6,034
+2% +$304K 15.95% 1
2022
Q1
$14M Buy
266,561
+12,776
+5% +$686K 14.64% 1
2021
Q4
$14M Buy
253,785
+244,645
+2,677% +$13.9M 15.95% 1
2021
Q3
$521K Sell
9,140
-226,797
-96% -$13.1M 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% +$13.4M 40.24% 1
2020
Q4
$12M Buy
204,770
+52,230
+34% +$3.05M 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% +$79.6K 7.91% 5
2020
Q1
$8.35M Buy
148,426
+12,549
+9% +$717K 8.46% 5
2019
Q4
$7.69M Buy
+135,877
New +$7.89M 7.25% 5

Other funds holding BNDX