Summit Wealth Group, LLC Vanguard Total International B Transaction History

Summit Wealth Group, LLC

$345 Million
Q4 2024

A detailed history of Summit Wealth Group, LLC transactions in Vanguard Total International B stock. As of the latest transaction made, Summit Wealth Group, LLC holds 304,838 shares of BNDX stock, worth $15 Million. This represents 4.33% of its overall portfolio holdings.

Number of Shares

304,838

Previous 310,376 1.78%

Holding current value

$15 Million

Previous $15.6 Million 4.19%

% of portfolio

4.33%

Previous 4.5%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$48.91 - $50.61 $270,863 - $280,278	-5,538 Reduced 1.78%	304,838 $15 Million
Q3 2024 Nov 08, 2024	BUY	$48.42 - $50.35 $1.32 Million - $1.38 Million	27,356 Added 9.67%	310,376 $15.6 Million
Q2 2024 Jul 31, 2024	BUY	$48.24 - $49.07 $418,674 - $425,878	8,679 Added 3.16%	283,020 $13.8 Million
Q1 2024 May 01, 2024	BUY	$48.47 - $49.33 $895,822 - $911,717	18,482 Added 7.22%	274,341 $13.5 Million
Q4 2023 Jan 30, 2024	SELL	$47.38 - $50.85 $1.21 Million - $1.3 Million	-25,573 Reduced 9.09%	255,859 $12.6 Million
Q3 2023 Oct 31, 2023	BUY	$47.76 - $48.9 $285,652 - $292,470	5,981 Added 2.17%	281,432 $13.5 Million
Q2 2023 Jul 26, 2023	SELL	$48.28 - $49.09 $617 Million - $628 Million	-12,784,207 Reduced 97.89%	275,451 $13.5 Million
Q1 2023 May 10, 2023	BUY	$47.52 - $49.23 $611 Million - $633 Million	12,853,173 Added 6224.75%	13,059,658 $267,000
Q4 2022 Feb 08, 2023	SELL	$46.98 - $49.45 $3.64 Million - $3.84 Million	-77,586 Reduced 27.31%	206,485 $9.79 Million
Q3 2022 Nov 09, 2022	BUY	$47.32 - $51.35 $543,044 - $589,292	11,476 Added 4.21%	284,071 $13.6 Million
Q2 2022 Aug 10, 2022	BUY	$48.35 - $52.44 $291,743 - $316,422	6,034 Added 2.26%	272,595 $13.5 Million
Q1 2022 May 04, 2022	BUY	$52.1 - $55.0 $665,629 - $702,680	12,776 Added 5.03%	266,561 $14 Million
Q4 2021 Feb 14, 2022	BUY	$55.11 - $57.44 $13.5 Million - $14.1 Million	244,645 Added 2676.64%	253,785 $14 Million
Q3 2021 Nov 12, 2021	SELL	$56.96 - $58.06 $12.9 Million - $13.2 Million	-226,797 Reduced 96.13%	9,140 $521,000
Q2 2021 Nov 02, 2021	SELL	$56.57 - $57.29 $11.4 Million - $11.5 Million	-201,307 Reduced 46.04%	235,937 $13.5 Million
Q1 2021 May 11, 2021	BUY	$56.78 - $58.56 $13.2 Million - $13.6 Million	232,474 Added 113.53%	437,244 $25 Million
Q4 2020 Feb 11, 2021	BUY	$57.99 - $58.75 $3.03 Million - $3.07 Million	52,230 Added 34.24%	204,770 $12 Million
Q3 2020 Nov 06, 2020	BUY	$57.55 - $58.32 $156,593 - $158,688	2,721 Added 1.82%	152,540 $8.88 Million
Q2 2020 Aug 06, 2020	BUY	$56.12 - $57.76 $78,175 - $80,459	1,393 Added 0.94%	149,819 $8.65 Million
Q1 2020 May 12, 2020	BUY	$54.96 - $58.4 $689,693 - $732,861	12,549 Added 9.24%	148,426 $8.35 Million
Q4 2019 Feb 10, 2020	BUY	$56.58 - $58.91 $7.69 Million - $8 Million	135,877 New	135,877 $7.69 Million

Others Institutions Holding BNDX

# of Institutions

936

Shares Held

663M

Call Options Held

Put Options Held

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About VANGUARD TOTAL INTERNATIONAL B

Ticker BNDX
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Summit Wealth Group, LLC Vanguard Total International B Transaction History