Vanguard Total Bond Market ETF shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Vanguard Total Bond Market ETF (BND) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Vanguard Total Bond Market ETF
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All positions including Vanguard Total Bond Market ETF held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.9M | 51k | 75.11 |
2024-06-30 | $3.8M | 53k | 72.05 |
2024-03-31 | $3.8M | 52k | 72.63 |
2023-12-31 | $3.6M | 49k | 73.55 |
2023-09-30 | $2.4M | 34k | 69.78 |
2023-06-30 | $2.5M | 34k | 72.69 |
2023-03-31 | $2.5M | 34k | 73.83 |
2022-12-31 | $2.5M | 34k | 71.84 |
2022-09-30 | $676k | 9.5k | 71.33 |
2022-06-30 | $596k | 7.9k | 75.26 |
2022-03-31 | $277k | 3.5k | 79.54 |
2021-12-31 | $295k | 3.5k | 84.75 |
2021-09-30 | $332k | 3.9k | 85.45 |
2021-06-30 | $333k | 3.9k | 85.90 |
2021-03-31 | $330k | 3.9k | 84.72 |
2020-12-31 | $343k | 3.9k | 88.19 |
2020-09-30 | $323k | 3.7k | 88.23 |
2020-06-30 | $320k | 3.6k | 88.35 |
2020-03-31 | $308k | 3.6k | 85.35 |
2019-12-31 | $302k | 3.6k | 83.85 |
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