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

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 51,422 shares of BND stock, worth $3.71 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

51,422

Previous 52,776 2.57%

Holding current value

$3.71 Million

Previous $3.8 Billion 1.57%

% of portfolio

0.74%

Previous 0.79%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$71.45 - $75.64 $96,743 - $102,416	-1,354 Reduced 2.57%	51,422 $3.86 Billion
Q2 2024 Sep 11, 2024	BUY	$70.55 - $72.66 $74,571 - $76,801	1,057 Added 2.04%	52,776 $3.8 Billion
Q1 2024 Sep 11, 2024	BUY	$71.76 - $73.66 $209,898 - $215,455	2,925 Added 5.99%	51,719 $3.76 Billion
Q4 2023 Sep 11, 2024	BUY	$68.04 - $73.9 $1.03 Million - $1.12 Million	15,105 Added 44.84%	48,794 $3.59 Billion
Q3 2023 Sep 11, 2024	SELL	$69.63 - $72.91 $10,235 - $10,717	-147 Reduced 0.43%	33,689 $2.35 Billion
Q2 2023 Sep 11, 2024	SELL	$72.23 - $74.46 $25,280 - $26,060	-350 Reduced 1.02%	33,836 $2.46 Billion
Q1 2023 Sep 11, 2024	BUY	$71.33 - $74.57 $4,921 - $5,145	69 Added 0.2%	34,186 $2.52 Billion
Q4 2022 Sep 11, 2024	BUY	$69.38 - $73.88 $1.71 Million - $1.82 Million	24,639 Added 259.96%	34,117 $2.45 Billion
Q3 2022 Sep 11, 2024	BUY	$70.77 - $77.08 $110,613 - $120,476	1,563 Added 19.75%	9,478 $676 Million
Q2 2022 Sep 11, 2024	BUY	$73.3 - $79.23 $324,865 - $351,147	4,432 Added 127.25%	7,915 $596 Million
Q1 2022 Sep 11, 2024	BUY	$78.72 - $84.18 $472 - $505	6 Added 0.17%	3,483 $277 Million
Q4 2021 Sep 10, 2024	SELL	$84.47 - $85.89 $34,294 - $34,871	-406 Reduced 10.46%	3,477 $295 Million
Q3 2021 Sep 10, 2024	BUY	$85.45 - $86.85 $598 - $607	7 Added 0.18%	3,883 $332 Million
Q2 2021 Sep 10, 2024	SELL	$84.67 - $85.92 $1,862 - $1,890	-22 Reduced 0.56%	3,876 $333 Million
Q1 2021 Sep 10, 2024	BUY	$84.36 - $88.07 $590 - $616	7 Added 0.18%	3,898 $330 Million
Q4 2020 Sep 10, 2024	BUY	$87.44 - $88.49 $20,286 - $20,529	232 Added 6.34%	3,891 $343 Million
Q3 2020 Sep 10, 2024	BUY	$88.13 - $89.48 $3,437 - $3,489	39 Added 1.08%	3,659 $323 Million
Q2 2020 Sep 10, 2024	BUY	$85.6 - $88.34 $684 - $706	8 Added 0.22%	3,620 $320 Million
Q1 2020 Sep 10, 2024	BUY	$80.33 - $87.96 $642 - $703	8 Added 0.22%	3,612 $308 Million
Q4 2019 Sep 09, 2024	BUY	$83.39 - $84.94 $300,537 - $306,123	3,604 New	3,604 $302 Million

Others Institutions Holding BND

# of Institutions

1,568

Shares Held

949M

Call Options Held

379K

Put Options Held

101K

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