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

Summit Wealth Group, LLC

  • $347 Million
  • Q3 2024

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 481,907 shares of BND stock, worth $34.6 Million. This represents 10.44% of its overall portfolio holdings.

Number of Shares
481,907
Previous 430,382 11.97%
Holding current value
$34.6 Million
Previous $31 Million 16.73%
% of portfolio
10.44%
Previous 9.3%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,568
Shares Held
949M
Call Options Held
379K
Put Options Held
101K
View Full List

About VANGUARD BD INDEX FD INC TOTAL

BND Quotes by TradingView
  • Ticker BND
  • Sector ETFs
  • Industry ETFs
More about BND
Track This Portfolio

Track Summit Wealth Group, LLC Portfolio

Follow Summit Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email