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

Summit Wealth Group, LLC

  • $345 Million
  • Q4 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 482,934 shares of BND stock, worth $35 Million. This represents 10.06% of its overall portfolio holdings.

Number of Shares
482,934
Previous 481,907 0.21%
Holding current value
$35 Million
Previous $36.2 Million 4.06%
% of portfolio
10.06%
Previous 10.44%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,718
Shares Held
1.13B
Call Options Held
73.9K
Put Options Held
10.4K
View Full List

About VANGUARD BD INDEX FD INC TOTAL

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