Number of Shares
292,934.00
Current Holdings Value*
$14.30 Mil
% of Portfolio
4.18%
Total Estimate Gain
$4.45 Mil
% of Total Estimate Gain
0.67%

Summit Wealth Group, LLC's Vanguard Total International Bond ETF Holding Summary

As of 2025-03-31, Summit Wealth Group, LLC held 292,934.00 shares of Vanguard Total International Bond ETF(BNDX), totaling $14.30 Mil. This investment constitutes 4.18% of their stock portfolio, and Summit Wealth Group, LLC now holds 0.02% of the outstanding Vanguard Total International Bond ETF(BNDX) stock.

The initial trade took place in 2019Q4. And since then Summit Wealth Group, LLC has made 14 purchases of BNDX, at an average price of $48.54, for a total of 13.63 Mil shares. In addition, there have been 7 sales at an average price of $48.86 for 13.33 Mil shares. Based on historical transaction data and BNDX's current price of $49.24, Summit Wealth Group, LLC's estimated gain on his BNDX holdings is $4.45 Mil, reflecting a 0.67% gain to date.

Summit Wealth Group, LLC BNDX ($49.24) Holding Chart

Summit Wealth Group, LLC BNDX ($49.24) 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 %

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