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

Summit Financial Strategies, Inc.

$821 Million
Q3 2024

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 21,981 shares of BSV stock, worth $1.69 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

21,981

Previous 20,771 5.83%

Holding current value

$1.69 Million

Previous $1.59 Million 8.54%

% of portfolio

0.21%

Previous 0.21%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,243

Shares Held

376M

Call Options Held

Put Options Held

96.7K

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Strategies, Inc. with notifications on news.

Account

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