A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 25,890 shares of BSV stock, worth $2.01 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
25,890
Previous 25,486 1.59%
Holding current value
$2.01 Million
Previous $1.95 Billion 4.22%
% of portfolio
0.39%
Previous 0.41%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$76.38 - $78.87 $30,857 - $31,863
404 Added 1.59%
25,890 $2.04 Billion
Q2 2024

Sep 11, 2024

SELL
$75.81 - $76.76 $57,918 - $58,644
-764 Reduced 2.91%
25,486 $1.95 Billion
Q1 2024

Sep 11, 2024

SELL
$76.34 - $77.25 $66,034 - $66,821
-865 Reduced 3.19%
26,250 $2.01 Billion
Q4 2023

Sep 11, 2024

SELL
$74.64 - $77.03 $373,797 - $385,766
-5,008 Reduced 15.59%
27,115 $2.09 Billion
Q3 2023

Sep 11, 2024

SELL
$74.97 - $75.93 $46,256 - $46,848
-617 Reduced 1.88%
32,123 $2.41 Billion
Q2 2023

Sep 11, 2024

SELL
$75.52 - $76.97 $175,508 - $178,878
-2,324 Reduced 6.63%
32,740 $2.47 Billion
Q1 2023

Sep 11, 2024

SELL
$74.67 - $76.76 $40,396 - $41,527
-541 Reduced 1.52%
35,064 $2.68 Billion
Q4 2022

Sep 11, 2024

SELL
$74.07 - $75.87 $331,389 - $339,442
-4,474 Reduced 11.16%
35,605 $2.68 Billion
Q3 2022

Sep 11, 2024

BUY
$74.52 - $77.47 $139,575 - $145,101
1,873 Added 4.9%
40,079 $3 Billion
Q2 2022

Sep 11, 2024

BUY
$75.68 - $77.74 $2.48 Million - $2.55 Million
32,822 Added 609.62%
38,206 $2.93 Billion
Q1 2022

Sep 11, 2024

BUY
$77.66 - $80.73 $29,821 - $31,000
384 Added 7.68%
5,384 $419 Million
Q4 2021

Sep 10, 2024

BUY
$80.78 - $81.98 $76,579 - $77,717
948 Added 23.4%
5,000 $404 Million
Q3 2020

Sep 10, 2024

BUY
$82.96 - $83.3 $28,870 - $28,988
348 Added 9.4%
4,052 $337 Million
Q4 2019

Sep 09, 2024

BUY
$80.41 - $81.14 $297,838 - $300,542
3,704 New
3,704 $299 Million

Others Institutions Holding BSV

About VANGUARD BD INDEX FD INC SHORT


  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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