Summit Wealth Group, LLC Vanguard Bd Index Fd Inc Short 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 Short stock. As of the latest transaction made, Summit Wealth Group, LLC holds 7,642 shares of BSV stock, worth $601,883. This represents 0.15% of its overall portfolio holdings.

Number of Shares

7,642

Previous 7,596 0.61%

Holding current value

$601,883

Previous $598,000 0.84%

% of portfolio

0.15%

Previous 0.15%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$78.11 - $79.07 $3,593 - $3,637	46 Added 0.61%	7,642 $603,000
Q2 2025 Aug 06, 2025	SELL	$77.74 - $78.78 $51,230 - $51,916	-659 Reduced 7.98%	7,596 $598,000
Q1 2025 May 02, 2025	SELL	$76.94 - $78.28 $88,481 - $90,022	-1,150 Reduced 12.23%	8,255 $646,000
Q4 2024 Feb 04, 2025	SELL	$77.02 - $78.58 $344,356 - $351,331	-4,471 Reduced 32.22%	9,405 $727,000
Q3 2024 Nov 08, 2024	SELL	$76.38 - $78.87 $55,528 - $57,338	-727 Reduced 4.98%	13,876 $1.09 Million

Q2 2024 Jul 31, 2024	BUY	$75.81 - $76.76 $1.11 Million - $1.12 Million	14,603 New	14,603 $1.12 Million
Q2 2023 Jul 26, 2023	SELL	$75.52 - $76.97 $125 Million - $127 Million	-1,656,460 Reduced 99.0%	16,687 $1.26 Million
Q1 2023 May 10, 2023	BUY	$74.67 - $76.76 $125 Million - $128 Million	1,673,147 New	1,673,147 $22,000
Q4 2021 Feb 14, 2022	SELL	$80.78 - $81.98 $413,351 - $419,491	-5,117 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$81.9 - $82.4 $419,082 - $421,640	5,117 New	5,117 $419,000
Q1 2021 May 11, 2021	SELL	$82.08 - $82.89 $9.72 Million - $9.82 Million	-118,477 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$82.67 - $82.96 $2.14 Million - $2.15 Million	25,887 Added 27.96%	118,477 $9.82 Million
Q3 2020 Nov 06, 2020	BUY	$82.96 - $83.3 $110,834 - $111,288	1,336 Added 1.46%	92,590 $7.69 Million
Q2 2020 Aug 06, 2020	BUY	$81.78 - $83.12 $56,346 - $57,269	689 Added 0.76%	91,254 $7.59 Million
Q1 2020 May 12, 2020	BUY	$78.67 - $82.51 $583,495 - $611,976	7,417 Added 8.92%	90,565 $7.44 Million
Q4 2019 Feb 10, 2020	BUY	$80.41 - $81.14 $6.69 Million - $6.75 Million	83,148 New	83,148 $6.7 Million

Others Institutions Holding BSV

# of Institutions

1,392

Shares Held

410M

Call Options Held

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

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 Short Transaction History