SWP
Summit Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Sell |
48,870
-8,250
| -14% | -$607K | 0.69% | 37 |
|
|
2025
Q1 | $4.2M | Sell |
57,120
-1,067
| -2% | -$78.4K | 0.85% | 26 |
|
|
2024
Q4 | $4.18M | Buy |
58,187
+6,765
| +13% | +$486K | 0.86% | 29 |
|
|
2024
Q3 | $3.86M | Sell |
51,422
-1,354
| -3% | -$102K | 0.74% | 32 |
|
|
2024
Q2 | $3.8M | Buy |
52,776
+1,057
| +2% | +$76.2K | 0.79% | 32 |
|
|
2024
Q1 | $3.76M | Buy |
51,719
+2,925
| +6% | +$212K | 0.8% | 30 |
|
|
2023
Q4 | $3.59M | Buy |
48,794
+15,105
| +45% | +$1.11M | 0.83% | 31 |
|
|
2023
Q3 | $2.35M | Sell |
33,689
-147
| -0.4% | -$10.3K | 0.6% | 37 |
|
|
2023
Q2 | $2.46M | Sell |
33,836
-350
| -1% | -$25.4K | 0.62% | 37 |
|
|
2023
Q1 | $2.52M | Buy |
34,186
+69
| +0.2% | +$5.09K | 0.65% | 36 |
|
|
2022
Q4 | $2.45M | Buy |
34,117
+24,639
| +260% | +$1.77M | 0.65% | 36 |
|
|
2022
Q3 | $676K | Buy |
9,478
+1,563
| +20% | +$111K | 0.19% | 69 |
|
|
2022
Q2 | $596K | Buy |
7,915
+4,432
| +127% | +$334K | 0.16% | 77 |
|
|
2022
Q1 | $277K | Buy |
3,483
+6
| +0.2% | +$477 | 0.06% | 137 |
|
|
2021
Q4 | $295K | Sell |
3,477
-406
| -10% | -$34.4K | 0.06% | 130 |
|
|
2021
Q3 | $332K | Buy |
3,883
+7
| +0.2% | +$598 | 0.08% | 114 |
|
|
2021
Q2 | $333K | Sell |
3,876
-22
| -0.6% | -$1.89K | 0.08% | 115 |
|
|
2021
Q1 | $330K | Buy |
3,898
+7
| +0.2% | +$593 | 0.08% | 115 |
|
|
2020
Q4 | $343K | Buy |
3,891
+232
| +6% | +$20.5K | 0.09% | 106 |
|
|
2020
Q3 | $323K | Buy |
3,659
+39
| +1% | +$3.44K | 0.1% | 114 |
|
|
2020
Q2 | $320K | Buy |
3,620
+8
| +0.2% | +$707 | 0.1% | 107 |
|
|
2020
Q1 | $308K | Buy |
3,612
+8
| +0.2% | +$683 | 0.13% | 82 |
|
|
2019
Q4 | $302K | Buy |
+3,604
| New | +$302K | 0.1% | 93 |
|