Summit Wealth & Retirement Planning, Inc. Vanguard Bd Index Fd Inc Inter Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $300 Million
  • Q3 2024

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 6,763 shares of BIV stock, worth $504,181. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,763
Previous 10,419 35.09%
Holding current value
$504,181
Previous $780,000 32.05%
% of portfolio
0.18%
Previous 0.28%

Shares

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

Nov 01, 2024
SELL
$74.26 - $78.84 $271,494 - $288,239
-3,656 Reduced 35.09%
6,763 $530,000
Q2 2024

Aug 06, 2024
SELL
$73.13 - $75.43 $66,402 - $68,490
-908 Reduced 8.02%
10,419 $780,000
Q1 2024

May 09, 2024
SELL
$74.51 - $76.61 $30,176 - $31,027
-405 Reduced 3.45%
11,327 $854,000
Q4 2023

Feb 01, 2024
SELL
$70.49 - $76.74 $15.6 Million - $17 Million
-221,157 Reduced 94.96%
11,732 $896,000
Q3 2023

Oct 25, 2023
SELL
$72.11 - $75.67 $2.09 Million - $2.19 Million
-28,974 Reduced 11.06%
232,889 $16.8 Million
Q2 2023

Jul 26, 2023
SELL
$74.96 - $77.47 $179,154 - $185,153
-2,390 Reduced 0.9%
261,863 $19.7 Million
Q1 2023

May 11, 2023
SELL
$73.57 - $77.31 $816,112 - $857,599
-11,093 Reduced 4.03%
264,253 $20.3 Million
Q4 2022

Feb 09, 2023
BUY
$71.64 - $76.32 $104,164 - $110,969
1,454 Added 0.53%
275,346 $20.5 Million
Q3 2022

Nov 10, 2022
SELL
$72.72 - $79.93 $716,655 - $787,710
-9,855 Reduced 3.47%
273,892 $20.1 Million
Q2 2022

Aug 02, 2022
BUY
$75.37 - $81.44 $468,575 - $506,312
6,217 Added 2.24%
283,747 $22 Million
Q1 2022

May 12, 2022
BUY
$81.03 - $87.06 $593,301 - $637,453
7,322 Added 2.71%
277,530 $22.7 Million
Q4 2021

Feb 03, 2022
BUY
$87.51 - $89.66 $1.44 Million - $1.48 Million
16,503 Added 6.5%
270,208 $23.7 Million
Q3 2021

Nov 12, 2021
BUY
$89.41 - $91.32 $1.2 Million - $1.22 Million
13,390 Added 5.57%
253,705 $22.7 Million
Q2 2021

Aug 13, 2021
BUY
$88.27 - $90.15 $189,603 - $193,642
2,148 Added 0.9%
240,315 $21.6 Million
Q1 2021

May 10, 2021
BUY
$88.61 - $92.83 $1.07 Million - $1.12 Million
12,070 Added 5.34%
238,167 $21.1 Million
Q4 2020

Feb 09, 2021
BUY
$92.55 - $93.62 $848,868 - $858,682
9,172 Added 4.23%
226,097 $21 Million
Q3 2020

Nov 10, 2020
BUY
$93.08 - $94.37 $899,618 - $912,086
9,665 Added 4.66%
216,925 $20.3 Million
Q2 2020

Aug 13, 2020
BUY
$88.97 - $93.19 $34,520 - $36,157
388 Added 0.19%
207,260 $19.3 Million
Q1 2020

May 11, 2020
BUY
$83.77 - $92.22 $712,882 - $784,792
8,510 Added 4.29%
206,872 $18.5 Million
Q4 2019

Feb 10, 2020
BUY
$86.78 - $88.73 $17.2 Million - $17.6 Million
198,362 New
198,362 $17.3 Million

Others Institutions Holding BIV

# of Institutions
899
Shares Held
157M
Call Options Held
4K
Put Options Held
53.2K
View Full List

About VANGUARD BD INDEX FD INC INTER

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