Summit Wealth Group, LLC BND Holdings History
Summit Wealth Group, LLC's Vanguard Total Bond Market ETF Holding Summary
As of 2025-03-31, Summit Wealth Group, LLC held 458,999.00 shares of Vanguard Total Bond Market ETF(BND), totaling $33.71 Mil. This investment constitutes 9.85% of their stock portfolio, and Summit Wealth Group, LLC now holds 0.03% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2023Q1. And since then Summit Wealth Group, LLC has made 4 purchases of BND, at an average price of $72.27, for a total of 31.57 Mil shares. In addition, there have been 3 sales at an average price of $72.87 for 31.11 Mil shares. Based on historical transaction data and BND's current price of $73.03, Summit Wealth Group, LLC's estimated gain on his BND holdings is $18.84 Mil, reflecting a 0.83% gain to date.
Summit Wealth Group, LLC BND ($73.03) Holding Chart
Summit Wealth Group, LLC BND ($73.03) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
