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

Summit Wealth Group, LLC

$398 Million
Q3 2025

A detailed history of Summit Wealth Group, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Summit Wealth Group, LLC holds 4,044 shares of BIV stock, worth $315,068. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,044

Previous 3,881 4.2%

Holding current value

$315,068

Previous $300,000 5.0%

% of portfolio

0.08%

Previous 0.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$76.16 - $78.59 $12,414 - $12,810	163 Added 4.2%	4,044 $315,000
Q2 2025 Aug 06, 2025	SELL	$75.05 - $77.34 $24,241 - $24,980	-323 Reduced 7.68%	3,881 $300,000
Q1 2025 May 02, 2025	SELL	$73.78 - $76.59 $42,644 - $44,269	-578 Reduced 12.09%	4,204 $322,000
Q4 2024 Feb 04, 2025	SELL	$74.5 - $78.37 $77,629 - $81,661	-1,042 Reduced 17.89%	4,782 $357,000
Q3 2024 Nov 08, 2024	SELL	$74.26 - $78.84 $24,357 - $25,859	-328 Reduced 5.33%	5,824 $456,000

Q2 2024 Jul 31, 2024	BUY	$73.13 - $75.43 $449,895 - $464,045	6,152 New	6,152 $461,000
Q2 2023 Jul 26, 2023	SELL	$74.96 - $77.47 $58.9 Million - $60.9 Million	-785,791 Reduced 99.06%	7,489 $563,000
Q1 2023 May 10, 2023	BUY	$73.57 - $77.31 $58.4 Million - $61.3 Million	793,280 New	793,280 $10,000
Q1 2021 May 11, 2021	SELL	$88.61 - $92.83 $5.44 Million - $5.7 Million	-61,427 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$92.55 - $93.62 $1.54 Million - $1.56 Million	16,685 Added 37.29%	61,427 $5.7 Million
Q3 2020 Nov 06, 2020	BUY	$93.08 - $94.37 $26,807 - $27,178	288 Added 0.65%	44,742 $4.18 Million
Q2 2020 Aug 06, 2020	BUY	$88.97 - $93.19 $8,541 - $8,946	96 Added 0.22%	44,454 $4.14 Million
Q1 2020 May 12, 2020	BUY	$83.77 - $92.22 $298,304 - $328,395	3,561 Added 8.73%	44,358 $3.96 Million
Q4 2019 Feb 10, 2020	BUY	$86.78 - $88.73 $3.54 Million - $3.62 Million	40,797 New	40,797 $3.56 Million

Others Institutions Holding BIV

# of Institutions

1,034

Shares Held

213M

Call Options Held

8.7K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC INTER

Ticker BIV
Sector ETFs
Industry ETFs

More about BIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group, LLC with notifications on news.

Account

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