Ownership history in Summit Wealth Group, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Summit Wealth Group, LLC reported a position in VANGUARD BD INDEX FDS (BND). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 379,709 | +14,792 | +4.1% | 6.57% | $28.1M | $73.60 |
| 2025 Q3 | ADDED | 364,917 | +15,844 | +4.5% | 6.56% | $27.1M | $72.95 |
| 2025 Q2 | REDUCED | 349,073 | -109,926 | -23.9% | 6.60% | $25.7M | $71.51 |
| 2025 Q1 | REDUCED | 458,999 | -23,935 | -5.0% | 9.85% | $33.7M | $70.64 |
| 2024 Q4 | ADDED | 482,934 | +1,027 | +0.2% | 10.06% | $34.7M | $68.73 |
| 2024 Q3 | ADDED | 481,907 | +51,525 | +12.0% | 10.44% | $36.2M | $70.91 |
| 2024 Q2 | REDUCED | 430,382 | -16,470 | -3.7% | 9.30% | $31.0M | $67.40 |
| 2023 Q2 | REDUCED | 446,852 | -30,641,195 | -98.6% | 13.15% | $32.5M | $65.72 |
| 2023 Q1 | INITIATED | 31,088,047 | — | — | 10.05% | $421K | $66.25 |
As of 2025 Q4 — sorted by position size