SWP
Summit Wealth Partners’s Vanguard Total International Bond ETF BNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,451
| Closed | -$218K | – | 211 |
|
|
2024
Q4 | $218K | Sell |
4,451
-3
| -0.1% | -$147 | 0.04% | 193 |
|
|
2024
Q3 | $224K | Buy |
+4,454
| New | +$224K | 0.04% | 218 |
|
|
2024
Q1 | – | Sell |
-4,239
| Closed | -$209K | – | 222 |
|
|
2023
Q4 | $209K | Buy |
+4,239
| New | +$209K | 0.05% | 203 |
|
|
2022
Q3 | – | Sell |
-4,515
| Closed | -$224K | – | 159 |
|
|
2022
Q2 | $224K | Sell |
4,515
-8,169
| -64% | -$405K | 0.06% | 149 |
|
|
2022
Q1 | $665K | Sell |
12,684
-5,255
| -29% | -$276K | 0.15% | 76 |
|
|
2021
Q4 | $990K | Buy |
17,939
+1,386
| +8% | +$76.5K | 0.21% | 55 |
|
|
2021
Q3 | $943K | Sell |
16,553
-1,098
| -6% | -$62.5K | 0.22% | 55 |
|
|
2021
Q2 | $1.01M | Sell |
17,651
-1,564
| -8% | -$89.3K | 0.24% | 56 |
|
|
2021
Q1 | $1.1M | Buy |
19,215
+709
| +4% | +$40.5K | 0.28% | 51 |
|
|
2020
Q4 | $1.08M | Buy |
18,506
+1,939
| +12% | +$114K | 0.29% | 52 |
|
|
2020
Q3 | $964K | Buy |
16,567
+1,878
| +13% | +$109K | 0.29% | 56 |
|
|
2020
Q2 | $848K | Buy |
14,689
+4,995
| +52% | +$288K | 0.27% | 62 |
|
|
2020
Q1 | $545K | Sell |
9,694
-6,960
| -42% | -$392K | 0.22% | 60 |
|
|
2019
Q4 | $942K | Buy |
+16,654
| New | +$942K | 0.33% | 50 |
|