Summit Financial Strategies, Inc. Vanguard Bd Index Fd Inc Total Transaction History

Summit Financial Strategies, Inc.

$836 Million
Q4 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 3,623 shares of BND stock, worth $262,486. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,623

Previous 4,911 26.23%

Holding current value

$262,486

Previous $368,000 29.35%

% of portfolio

0.03%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$71.75 - $75.11 $92,414 - $96,741	-1,288 Reduced 26.23%	3,623 $260,000
Q3 2024 Oct 16, 2024	SELL	$71.45 - $75.64 $44,370 - $46,972	-621 Reduced 11.23%	4,911 $368,000
Q2 2024 Jul 19, 2024	SELL	$70.55 - $72.66 $118,665 - $122,214	-1,682 Reduced 23.32%	5,532 $398,000
Q1 2024 May 09, 2024	SELL	$71.76 - $73.66 $1,506 - $1,546	-21 Reduced 0.29%	7,214 $523,000
Q4 2023 Feb 13, 2024	SELL	$68.04 - $73.9 $97,433 - $105,824	-1,432 Reduced 16.52%	7,235 $532,000
Q3 2023 Oct 24, 2023	BUY	$69.63 - $72.91 $103,818 - $108,708	1,491 Added 20.78%	8,667 $604,000
Q2 2023 Jul 21, 2023	SELL	$72.23 - $74.46 $107,550 - $110,870	-1,489 Reduced 17.18%	7,176 $521,000
Q1 2023 Apr 21, 2023	BUY	$71.33 - $74.57 $57,991 - $60,625	813 Added 10.35%	8,665 $639,000
Q4 2022 Jan 20, 2023	BUY	$69.38 - $73.88 $544,771 - $580,105	7,852 New	7,852 $0
Q2 2022 Jul 25, 2022	BUY	$73.3 - $79.23 $213,596 - $230,876	2,914 New	2,914 $219,000

Others Institutions Holding BND

# of Institutions

1,718

Shares Held

1.13B

Call Options Held

73.9K

Put Options Held

10.4K

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Summit Financial Strategies, Inc. Vanguard Bd Index Fd Inc Total Transaction History