Summit Wealth Partners, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 2,844 shares of BIV stock, worth $221,576. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,844
Previous 2,854 0.35%
Holding current value
$221,576
Previous $221 Million 0.62%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$76.16 - $78.59 $761 - $785
-10 Reduced 0.35%
2,844 $222 Million
Q2 2025

Aug 11, 2025
BUY
$75.05 - $77.34 $3,677 - $3,789
49 Added 1.75%
2,854 $221 Million
Q1 2025

May 06, 2025
BUY
$73.78 - $76.59 $9,001 - $9,343
122 Added 4.55%
2,805 $215 Million
Q3 2024

Oct 28, 2024
BUY
$74.26 - $78.84 $199,239 - $211,527
2,683 New
2,683 $210 Million

Others Institutions Holding BIV

# of Institutions
1,034
Shares Held
213M
Call Options Held
8.7K
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC INTER

BIV Quotes by TradingView
  • Ticker BIV
  • Sector ETFs
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More about BIV
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