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

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025

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 33,126 shares of BSV stock, worth $2.61 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
33,126
Previous 32,836 0.88%
Holding current value
$2.61 Million
Previous $2.58 Billion 1.15%
% of portfolio
0.47%
Previous 0.49%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$78.11 - $79.07 $22,651 - $22,930
290 Added 0.88%
33,126 $2.61 Billion
Q2 2025

Aug 11, 2025
BUY
$77.74 - $78.78 $621 - $630
8 Added 0.02%
32,836 $2.58 Billion
Q1 2025

May 06, 2025
BUY
$76.94 - $78.28 $564,277 - $574,105
7,334 Added 28.77%
32,828 $2.57 Billion
Q4 2024

Jan 27, 2025
SELL
$77.02 - $78.58 $30,499 - $31,117
-396 Reduced 1.53%
25,494 $1.97 Billion
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

# of Institutions
1,393
Shares Held
410M
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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