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

Summit Wealth Group, LLC

  • $345 Million
  • Q4 2024

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 9,405 shares of BSV stock, worth $734,906. This represents 0.21% of its overall portfolio holdings.

Number of Shares
9,405
Previous 13,876 32.22%
Holding current value
$734,906
Previous $1.09 Million 33.42%
% of portfolio
0.21%
Previous 0.32%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,353
Shares Held
386M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC SHORT

BSV Quotes by TradingView
  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
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