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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Quarterly reported holdings in Vanguard Total Bond Market ETF by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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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