Summit Financial Strategies, Inc. Vanguard Bd Index Fd Inc Short Transaction History

Summit Financial Strategies, Inc.

  • $914 Million
  • Q1 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 7,739 shares of BSV stock, worth $606,428. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,739
Previous 22,839 66.11%
Holding current value
$606,428
Previous $1.76 Million 65.7%
% of portfolio
0.07%
Previous 0.21%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$76.94 - $78.28 $1.16 Million - $1.18 Million
-15,100 Reduced 66.11%
7,739 $605,000
Q4 2024

Jan 22, 2025
BUY
$77.02 - $78.58 $66,083 - $67,421
858 Added 3.9%
22,839 $1.76 Million
Q3 2024

Oct 16, 2024
BUY
$76.38 - $78.87 $92,419 - $95,432
1,210 Added 5.83%
21,981 $1.73 Million
Q2 2024

Jul 19, 2024
BUY
$75.81 - $76.76 $98,704 - $99,941
1,302 Added 6.69%
20,771 $1.59 Million
Q1 2024

May 09, 2024
BUY
$76.34 - $77.25 $260,701 - $263,808
3,415 Added 21.27%
19,469 $1.49 Million
Q4 2023

Feb 13, 2024
BUY
$74.64 - $77.03 $139,800 - $144,277
1,873 Added 13.21%
16,054 $1.24 Million
Q3 2023

Oct 24, 2023
BUY
$74.97 - $75.93 $210,815 - $213,515
2,812 Added 24.73%
14,181 $1.07 Million
Q2 2023

Jul 21, 2023
BUY
$75.52 - $76.97 $62,077 - $63,269
822 Added 7.79%
11,369 $859,000
Q1 2023

Apr 21, 2023
BUY
$74.67 - $76.76 $123,877 - $127,344
1,659 Added 18.67%
10,547 $806,000
Q4 2022

Jan 20, 2023
BUY
$74.07 - $75.87 $22,220 - $22,761
300 Added 3.49%
8,888 $0
Q3 2022

Oct 21, 2022
BUY
$74.52 - $77.47 $66,695 - $69,335
895 Added 11.63%
8,588 $643,000
Q2 2022

Jul 25, 2022
SELL
$75.68 - $77.74 $90,664 - $93,132
-1,198 Reduced 13.47%
7,693 $591,000
Q1 2022

May 04, 2022
SELL
$77.66 - $80.73 $99,560 - $103,495
-1,282 Reduced 12.6%
8,891 $693,000
Q4 2021

Feb 03, 2022
BUY
$80.78 - $81.98 $68,097 - $69,109
843 Added 9.04%
10,173 $822,000
Q3 2021

Nov 10, 2021
BUY
$81.9 - $82.4 $46,519 - $46,803
568 Added 6.48%
9,330 $765,000
Q2 2021

Aug 11, 2021
BUY
$82.08 - $82.43 $719,184 - $722,251
8,762 New
8,762 $720,000

Others Institutions Holding BSV

# of Institutions
1,355
Shares Held
394M
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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