Vanguard Charlotte Fds intl bd idx etf shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Vanguard Charlotte Fds intl bd idx etf (BNDX) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Vanguard Charlotte Fds intl bd idx etf
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Quarterly reported holdings in Vanguard Charlotte Fds intl bd idx etf by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $218k | 4.5k | 49.05 |
| 2024-09-30 | $224k | 4.5k | 50.28 |
| 2023-12-31 | $209k | 4.2k | 49.36 |
| 2022-06-30 | $224k | 4.5k | 49.53 |
| 2022-03-31 | $665k | 13k | 52.44 |
| 2021-12-31 | $990k | 18k | 55.16 |
| 2021-09-30 | $943k | 17k | 56.96 |
| 2021-06-30 | $1.0M | 18k | 57.10 |
| 2021-03-31 | $1.1M | 19k | 57.12 |
| 2020-12-31 | $1.1M | 19k | 58.55 |
| 2020-09-30 | $964k | 17k | 58.18 |
| 2020-06-30 | $848k | 15k | 57.73 |
| 2020-03-31 | $545k | 9.7k | 56.26 |
| 2019-12-31 | $942k | 17k | 56.58 |
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