Summit Financial, LLC Vanguard Bd Index Fd Inc Short Transaction History

Summit Financial, LLC

$2.54 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	SELL	$74.67 - $76.76 $31,884 - $32,776	-427 Reduced 10.23%	3,745 $286,000
Q4 2022 Feb 07, 2023	SELL	$74.07 - $75.87 $61,329 - $62,820	-828 Reduced 16.56%	4,172 $314,000
Q3 2022 Nov 15, 2022	SELL	$74.52 - $77.47 $1,043 - $1,084	-14 Reduced 0.28%	5,000 $374 Million
Q2 2022 Aug 12, 2022	SELL	$75.68 - $77.74 $91,951 - $94,454	-1,215 Reduced 19.51%	5,014 $0
Q1 2022 May 10, 2022	BUY	$77.66 - $80.73 $138,234 - $143,699	1,780 Added 40.01%	6,229 $0
Q4 2021 Feb 07, 2022	SELL	$80.78 - $81.98 $140,799 - $142,891	-1,743 Reduced 28.15%	4,449 $0
Q3 2021 Nov 08, 2021	BUY	$81.9 - $82.4 $16,461 - $16,562	201 Added 3.36%	6,192 $0
Q2 2021 Aug 06, 2021	BUY	$82.08 - $82.43 $491,741 - $493,838	5,991 New	5,991 $0

Others Institutions Holding BSV

# of Institutions

1,238

Shares Held

376M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.15 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.25 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.16 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.72 Billion
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$1.28 Billion
0.22% of portfolio

About VANGUARD BD INDEX FD INC SHORT

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