Summit Wealth Group, LLC Vanguard Bd Index Fd Inc Total Transaction History

Summit Wealth Group, LLC

$398 Million
Q3 2025

A detailed history of Summit Wealth Group, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Summit Wealth Group, LLC holds 364,917 shares of BND stock, worth $27.1 Million. This represents 6.82% of its overall portfolio holdings.

Number of Shares

364,917

Previous 349,073 4.54%

Holding current value

$27.1 Million

Previous $25.7 Million 5.59%

% of portfolio

6.82%

Previous 6.6%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$72.57 - $74.72 $1.15 Million - $1.18 Million	15,844 Added 4.54%	364,917 $27.1 Million
Q2 2025 Aug 06, 2025	SELL	$72.02 - $73.82 $7.92 Million - $8.11 Million	-109,926 Reduced 23.95%	349,073 $25.7 Million
Q1 2025 May 02, 2025	SELL	$71.17 - $73.66 $1.7 Million - $1.76 Million	-23,935 Reduced 4.96%	458,999 $33.7 Million
Q4 2024 Feb 04, 2025	BUY	$71.75 - $75.11 $73,687 - $77,137	1,027 Added 0.21%	482,934 $34.7 Million
Q3 2024 Nov 08, 2024	BUY	$71.45 - $75.64 $3.68 Million - $3.9 Million	51,525 Added 11.97%	481,907 $36.2 Million

Q2 2024 Jul 31, 2024	BUY	$70.55 - $72.66 $30.4 Million - $31.3 Million	430,382 New	430,382 $31 Million
Q2 2023 Jul 26, 2023	SELL	$72.23 - $74.46 $2.21 Billion - $2.28 Billion	-30,641,195 Reduced 98.56%	446,852 $32.5 Million
Q1 2023 May 10, 2023	BUY	$71.33 - $74.57 $2.22 Billion - $2.32 Billion	31,088,047 New	31,088,047 $421,000

Others Institutions Holding BND

# of Institutions

1,876

Shares Held

1.16B

Call Options Held

93.5K

Put Options Held

20.2K

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About VANGUARD BD INDEX FD INC TOTAL

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Summit Wealth Group, LLC Vanguard Bd Index Fd Inc Total Transaction History