Summit Financial, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Summit Financial, LLC

$2.83 Billion
Q4 2024

A detailed history of Summit Financial, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Summit Financial, LLC holds 62,037 shares of BIV stock, worth $4.75 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

62,037

Previous 52,029 19.24%

Holding current value

$4.75 Million

Previous $4.08 Million 13.71%

% of portfolio

0.16%

Previous 0.16%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$74.5 - $78.37 $745,596 - $784,326	10,008 Added 19.24%	62,037 $4.64 Million
Q3 2024 Nov 12, 2024	BUY	$74.26 - $78.84 $120,078 - $127,484	1,617 Added 3.21%	52,029 $4.08 Million
Q2 2024 Jul 31, 2024	BUY	$73.13 - $75.43 $2.5 Million - $2.58 Million	34,228 Added 211.49%	50,412 $3.78 Million
Q1 2024 Apr 24, 2024	SELL	$74.51 - $76.61 $157,514 - $161,953	-2,114 Reduced 11.55%	16,184 $1.22 Million
Q4 2023 Feb 05, 2024	SELL	$70.49 - $76.74 $39,615 - $43,127	-562 Reduced 2.98%	18,298 $1.4 Million
Q3 2023 Nov 07, 2023	BUY	$72.11 - $75.67 $18,676 - $19,598	259 Added 1.39%	18,860 $1.36 Million
Q2 2023 Aug 11, 2023	SELL	$74.96 - $77.47 $187,849 - $194,139	-2,506 Reduced 11.87%	18,601 $1.4 Million
Q1 2023 May 03, 2023	SELL	$73.57 - $77.31 $188,707 - $198,300	-2,565 Reduced 10.84%	21,107 $1.62 Million
Q4 2022 Feb 07, 2023	SELL	$71.64 - $76.32 $45,133 - $48,081	-630 Reduced 2.59%	23,672 $1.76 Million
Q3 2022 Nov 15, 2022	BUY	$72.72 - $79.93 $119,551 - $131,404	1,644 Added 7.26%	24,302 $1.79 Billion
Q2 2022 Aug 12, 2022	SELL	$75.37 - $81.44 $98,885 - $106,849	-1,312 Reduced 5.47%	22,658 $0
Q1 2022 May 10, 2022	BUY	$81.03 - $87.06 $50,724 - $54,499	626 Added 2.68%	23,970 $0
Q4 2021 Feb 07, 2022	BUY	$87.51 - $89.66 $190,596 - $195,279	2,178 Added 10.29%	23,344 $0
Q3 2021 Nov 08, 2021	SELL	$89.41 - $91.32 $64,375 - $65,750	-720 Reduced 3.29%	21,166 $0
Q2 2021 Aug 06, 2021	BUY	$88.27 - $90.15 $251,392 - $256,747	2,848 Added 14.96%	21,886 $0
Q1 2021 May 03, 2021	SELL	$88.61 - $92.83 $97,914 - $102,577	-1,105 Reduced 5.49%	19,038 $0
Q4 2020 Feb 09, 2021	BUY	$92.55 - $93.62 $1,295 - $1,310	14 Added 0.07%	20,143 $0
Q3 2020 Oct 22, 2020	BUY	$93.08 - $94.37 $30,064 - $30,481	323 Added 1.63%	20,129 $0
Q2 2020 Aug 12, 2020	SELL	$88.97 - $93.19 $49,111 - $51,440	-552 Reduced 2.71%	19,806 $0
Q1 2020 May 04, 2020	BUY	$83.77 - $92.22 $84,775 - $93,326	1,012 Added 5.23%	20,358 $0
Q4 2019 Feb 11, 2020	SELL	$86.78 - $88.73 $2.02 Million - $2.06 Million	-23,268 Reduced 54.6%	19,346 $0
Q3 2019 Nov 04, 2019	BUY	$86.72 - $88.11 $1.71 Million - $1.74 Million	19,765 Added 86.5%	42,614 $0
Q2 2019 Aug 01, 2019	BUY	N/A	810 Added 3.68%	22,849 $0
Q1 2019 May 14, 2019	BUY	N/A	4,143 Added 23.15%	22,039 $0
Q4 2018 Feb 08, 2019	BUY	N/A	17,896 New	17,896 $0

Others Institutions Holding BIV

# of Institutions

989

Shares Held

175M

Call Options Held

4.4K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC INTER

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Summit Financial, LLC Vanguard Bd Index Fd Inc Inter Transaction History